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SIMPLICITY WEALTH
SUMMIT, NJ
844-220-8326
SEC #801-114798Total AUM
$4.3B
Employees
424Clients
8,494Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
475 SPRINGFIELD AVE.
SUITE #1
SUMMIT
NJ 07901
United States
SUITE #1
SUMMIT
NJ 07901
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Monday - Friday
Phone
844-220-8326
Other Offices
52
Financials
Total AUM
$4.3B
Accounts
14,045Discretionary
$4.2B
Accounts
14,042Non-Discretionary
$82.6M
Accounts
3
Clients
Individual Clients
7,811AUM
$1.1B
HNW Individual Clients
645AUM
$634.6M
Banking Clients
2AUM
$44.1M
Investment Advisor Clients
36AUM
$2.5B
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.