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Building 2SIMPLIFI, INC.

Map pinSAN DIEGO, CA
Phone858-695-6600
NotebookSEC #801-78839
Total AUM
$276.1M
Employees
5
Clients
301

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9666 BUSINESSPARK AVE
SUITE 111
SAN DIEGO
CA 92131
United States
Operating Hours
7:30 AM - 4:00 PM
Monday - Friday
Phone
858-695-6600
Other Offices
1

ReceiptFinancials

Total AUM
$276.1M
Accounts
576
Discretionary
$276.1M
Accounts
576
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
224
AUM
$155.4M
HNW Individual Clients
77
AUM
$120.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

HandshakeAffiliates

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

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