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SIMPLIFY ASSET MANAGEMENT INC.

10845 Griffith Peak Drive, 2/F
Las Vegas, Nevada 89135
Tel: 646-585-0476

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About SIMPLIFY ASSET MANAGEMENT INC.

SIMPLIFY ASSET MANAGEMENT INC, formally registered with the SEC as SIMPLIFY ASSET MANAGEMENT INC. The firm was established in 08/10/2020. They have over 12 offices throughout the country.

SIMPLIFY ASSET MANAGEMENT INC. is a Las Vegas, Nevada based Financial Planning firm with nearly $4,662,466,719 assets under management, offering retirement planning & investment advisory services to 28 clients. The firm is staffed with 45 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#309535
SEC#801-119255
Assets Managed by Firm$4,662,466,719
No. of Clients28
No. of Advisors45

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total28$4,662,466,719

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