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Building 2SIMPLIFIED WEALTH MANAGEMENT

Map pinHATTIESBURG, MS
Phone601-336-4265
NotebookSEC #801-123772
Total AUM
$225.5M
Employees
9
Clients
713

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14 ORLEANS DRIVE
HATTIESBURG
MS 39402
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
601-336-4265

ReceiptFinancials

Total AUM
$225.5M
Accounts
1,642
Discretionary
$225.5M
Accounts
1,642
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
616
AUM
$73.6M
HNW Individual Clients
91
AUM
$146M
Pension/Profit Sharing Plan Clients
1
AUM
$3.9M
Corporation or Business Clients
5
AUM
$2.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALARFLGALAMSNENHTNTX

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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