Simple Life Financial
RIAState Registered
Total AUM
$35.2M
Discretionary
$0
0% of AUM
Avg account
$269K
Accounts
131
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 142992
- Website
- www.simplelifefinancial.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.88%
- Individuals22.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Simple Life Financial is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and offers a mix of financial planning and portfolio management services, with additional pension consulting for smaller employers. Its billing model includes asset-based fees as well as hourly and fixed-fee engagements. The firm does not identify itself as an active ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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