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SIMPLE FINANCIAL, LLC
CRD 321616
6671 S REDWOOD ROAD, SUITE 200, WEST JORDAN, UT, 84084, United States
Phone
801-707-2032
Fax
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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