SIMPLICITY WEALTH

Tel: 844-220-8326 86 Summit Ave Ste 303 Summit, New Jersey 07901

About SIMPLICITY WEALTH

SIMPLICITY WEALTH is a Summit, New Jersey based financial advisory firm with nearly $3,166,555,578 in assets under management and provides investment advisory services for 6188 clients. There are currently 159 financial advisors at the firm.

General Information

Firm CRD#:

300572

Firm SEC#:

801-114798

Assets Under Management:

$3,166,555,578

No. of Clients:

6188

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors, Publication of periodicals and newsletters, Education seminars/workshops

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