Simple Life Financial
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%
Contacts
2 of 2
Mark Sifling
Owner and Financial PlannerCRD 4080932
John Collet
Operations AssociateCRD 8218173
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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