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SIMPLIFIED FINANCIAL PARTNERS
SIMPLIFIED FINANCIAL PARTNERS, LLC
CRD 331770
100 5TH STREET, SUITE 1, CALUMET, MI, 49913, United States
Phone
906-337-4727
Fax
906-337-4725
Registration
— (—)
Source
State registered
Total AUM
$78.2M
Discretionary AUM
$72.2M
Team
2 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 71 | $20.4M |
| High net worth individuals | 18 | $52.6M |
| Pension/profit sharing plans | 2 | $5.2M |
All web addresses on file
Official SEC filing: View on IAPD