SIMPLEX WEALTH MANAGEMENT
Tel: 925-804-6468 500 La Gonda Way Suite 210 Danville, California 94526
About SIMPLEX WEALTH MANAGEMENT
SIMPLEX WEALTH MANAGEMENT is a Danville, California based financial advisory firm with nearly $258,915,416 in assets under management and provides investment advisory services for 769 clients. There are currently 9 financial advisors at the firm.
General Information
Firm CRD#:
170265
Firm SEC#:
801-101496
Assets Under Management:
$258,915,416
No. of Clients:
769
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors
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