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

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