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Building 2SIMPLYRICH

Map pin
Phone866-589-0430
NotebookSEC #801-69016
Total AUM
$438.9M
Employees
2
Clients
67

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
866-589-0430

ReceiptFinancials

Total AUM
$438.9M
Accounts
222
Discretionary
$438.9M
Accounts
222
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
22
AUM
$9.2M
HNW Individual Clients
45
AUM
$429.7M

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
CANYORTX

HandshakeAffiliates

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

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