SIMPLE FINANCIAL SOLUTIONS, LLC
  • SIMPLE FINANCIAL SOLUTIONS, LLC

Adviser Profile

As of Date 01/02/2024
Registration status Terminated
ADV Location MAITLAND, FL, United States
Contact Info 407 xxxxxxx
Websites
AUM* 191,256,433 -32%
of that, discretionary 191,256,433 -32%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 946,814 -23%
% High Net Worth 100.00%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

282M 242M 202M 161M 121M 81M 40M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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