SIMPLIFI, INC.
SEC Form ADV profile.
Total regulatory AUM
$276,123,718
Discretionary
$276,123,718
Non-discretionary
$0
Firm details
- CRD number
- 154900
- SEC file number
- 801-78839
- Main office
- SAN DIEGO, CA, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.