SIMPLIFY ASSET MANAGEMENT INC.

CRD 309535 · SEC 801-119255

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10845 GRIFFITH PEAK DRIVE, 2/F, LAS VEGAS, NV, 89135, United States

Phone

702-389-9705

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$9.64B

Discretionary AUM

$9.64B

Team

45 total employees; 17 advisory reps

Clients

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Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2025-10-03

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
Investment companies	35	$9.63B
Pooled investment vehicles	1	$1.3M

States served

CA, NV, NY, TX, FL

All web addresses on file

HTTP://WWW.SIMPLIFY.US
HTTPS://WWW.LINKEDIN.COM/COMPANY/SIMPLIFYASSETMANAGEMENT
HTTPS://X.COM/SIMPLIFYETFS
https://www.instagram.com/simplifyetfs/
https://www.facebook.com/SimplifyETFs

Official SEC filing: View on IAPD