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SIMPLEADVISORY LLC
CRD 334785 · SEC 801-132138
900 STEWART AVENUE, SUITE 210, GARDEN CITY, NY, 11530, United States
Phone
516-464-5500
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$42.1M
Discretionary AUM
$42.1M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $42.1M |
All web addresses on file
Official SEC filing: View on IAPD