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SIMPLEADVISORY LLC

SEC Form ADV profile.

Total regulatory AUM
$42,124,271
Discretionary
$42,124,271
Non-discretionary
$0

Firm details

CRD number
334785
SEC file number
801-132138
Main office
GARDEN CITY, NY, United States
Employees
3
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.