Simplexity Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 166913
- Website
- simplexityim.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Simplexity Investment Management, LLC operates as a privately owned limited liability company providing fee-based portfolio management primarily to individual and family clients. The firm charges a percentage of assets under management and lists portfolio management for individuals/small businesses, pooled investment vehicles, and businesses or institutions among its advisory activities. It does not identify itself as an active ESG investor, is not flagged as a multi-state adviser, and is not described as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds94%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1
Arturo Rodriguez
Founder & CEOCRD 4424533
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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