SIMPLYRIA ADVISOR NETWORK
Firm details
- Headquarters
- BRIGHTON, Michigan
- CRD number
- 154494
- Registered since
- June 26, 2017
- Website
- www.caitlinjohn.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals53.72%
- HNWI43.77%
- Pension & Profit Sharing Plans2.27%
- Corporations / Businesses0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Simplyria Advisor Network is an independent registered investment adviser organized as an LLC and operating since 2017. The firm serves individual and family clients and describes itself as a capital allocator that also selects other advisers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars and workshops. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee engagements. The firm does not identify as an active ESG investor and reports industry affiliations that include another investment adviser and an insurance company.
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 Equities85%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds2%
- US Government Bonds1%
Owners & executives
2 of 2RONALD BRIGGS
Founder & CEOCRD 1622903
Bradden Blair
Founder and CEOCRD 7589088
Contacts
3 of 21DAVID LEKARCZYK
Investment Advisor RepresentativeCRD 1622966
STEVEN ROY
Investment AdvisorCRD 4601095
Maxwell Carlson
Vice PresidentCRD 7317393
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 369Active vs passive
$175M in ETFs
95%
$167M
2%
$8.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $22.9M | 250,111 | 13.11% |
Location
BRIGHTON, MI
LIVINGSTON
Location
BRIGHTON, MI
Headquartered in BRIGHTON, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- LIVINGSTON
- Address
- 1024 E Grand River Ave
- Time zone
- ET (UTC-5)
- Office locations
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