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Building 2SIMPLE FINANCIAL SOLUTIONS, LLC

Map pin
Phone407-718-0916
NotebookSEC #801-107850
Total AUM
$191.3M
Employees
1
Clients
31

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
407-718-0916

ReceiptFinancials

Total AUM
$191.3M
Accounts
202
Discretionary
$191.3M
Accounts
202
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$1.4M
HNW Individual Clients
30
AUM
$189.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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