Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > san diego > SIMPLIFI, INC.
SIMPLIFI, INC.
9666 Businesspark Ave
Suite 111
San Diego, California 92131
Tel: 858-695-6600
About SIMPLIFI, INC.
SIMPLIFI, INC, formally registered with the SEC as SIMPLIFI, INC. The firm was established in 12/02/2013. They have over 1 offices throughout the country.
SIMPLIFI, INC. is a San Diego, California based Financial Planning firm with nearly $240,182,982 assets under management, offering retirement planning & investment advisory services to 557 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 154900 |
| SEC# | 801-78839 |
| Assets Managed by Firm | $240,182,982 |
| No. of Clients | 557 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 557 | $240,182,982 |
| Individuals (other than high net worth individuals) | 241 | $123,623,511 |
| High net worth individuals | 60 | $116,559,471 |
More Retirement Planning firms in San Diego, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in San Diego, California