SIIMPL

RIASEC RegisteredEst. 2021
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
2

Firm details

Headquarters
BLOOMINGTON, Minnesota
CRD number
311048
Registered since
January 4, 2021
Fee structure
Percentage of AUM

Firm profile

FINTRX

Overview

Siimpl is organized as a limited liability company and is SEC-registered (2021). The firm is owned by an individual and is identified in the dataset as a related adviser, indicating an affiliation with another registered investment adviser. Its reported advisory fee model is a percentage of assets under management. The profile shows the firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not classified as a multi‑state adviser. Filings provide limited detail on the firm’s target client types and specific advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • KYLE BUBECK

    Chief Compliance OfficerCRD 4784699

  • KEVIN MILLER

    CIOCRD 1580298

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BLOOMINGTON, MN

HENNEPIN

Location

BLOOMINGTON, MN

Headquartered in BLOOMINGTON, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
7760 France Ave S
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth