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SIMPLE FINANCIAL, LLC

CRD 321616

Visit website

6671 S REDWOOD ROAD, SUITE 200, WEST JORDAN, UT, 84084, United States

Phone

801-707-2032

Fax

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

11 total employees; 11 advisory reps; 73 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES

Org form

Limited Liability Company

Filing date

2025-09-10

Disciplinary history

No

Services

Financial planningPension consultingSelection of other advisersBUSINESS CONSULTING

All web addresses on file

Official SEC filing: View on IAPD