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SIMPLICITY WEALTH
86 Summit Ave
Ste 303
Summit, New Jersey 07901
Tel: 844-220-8326
About SIMPLICITY WEALTH
SIMPLICITY WEALTH, formally registered with the SEC as SIMPLICITY WEALTH. The firm was established in 03/11/2019. They have over 53 offices throughout the country.
SIMPLICITY WEALTH is a Summit, New Jersey based Financial Planning firm with nearly $3,166,555,578 assets under management, offering retirement planning & investment advisory services to 6188 clients. The firm is staffed with 159 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 300572 |
| SEC# | 801-114798 |
| Assets Managed by Firm | $3,166,555,578 |
| No. of Clients | 6188 |
| No. of Advisors | 159 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6188 | $3,166,555,578 |
| Individuals (other than high net worth individuals) | 1830 | $171,765,728 |
| High net worth individuals | 29 | $26,194,263 |
| Other investment advisers | 23 | $1,711,265,276 |
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|---|---|---|---|
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| $702,387,082,915 | 1093486 | 12701 | |
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| $499,516,358,508 | 637 | 925 | |
| $458,191,510,749 | 46332 | 1483 |
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