SIMPLIFI, INC.
Tel: 858-695-6600 9666 Businesspark Ave Suite 111 San Diego, California 92131
About SIMPLIFI, INC.
SIMPLIFI, INC. is a San Diego, California based financial advisory firm with nearly $240,182,982 in assets under management and provides investment advisory services for 557 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
154900
Firm SEC#:
801-78839
Assets Under Management:
$240,182,982
No. of Clients:
557
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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