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Building 2SIMPLEX WEALTH MANAGEMENT

Map pinDANVILLE, CA
Phone925-804-6468
NotebookSEC #801-101496
Total AUM
$258.9M
Employees
9
Clients
191

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 LA GONDA WAY
SUITE 210
DANVILLE
CA 94526
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
925-804-6468

ReceiptFinancials

Total AUM
$258.9M
Accounts
769
Discretionary
$257.7M
Accounts
687
Non-Discretionary
$1.2M
Accounts
82

ContactClients

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Individual Clients
93
AUM
$41.8M
HNW Individual Clients
98
AUM
$217.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
MARKETING REIMBURSEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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