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SIMPLIFI, INC.
CRD 154900 · SEC 801-78839
9666 BUSINESSPARK AVE, SUITE 111, SAN DIEGO, CA, 92131, United States
Phone
858-695-6600
Fax
877-692-9700
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$276.1M
Discretionary AUM
$276.1M
Team
5 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 224 | $155.4M |
| High net worth individuals | 77 | $120.7M |
States served
AZ, CA, TX
All web addresses on file
Official SEC filing: View on IAPD