Simple Financial Solutions LLC

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CAFR Data
Simple Financial Solutions LLC
CRD #150380
SEC #801-107850
CIK #
AUM $227.2 MM (100% Disc, 100% US, 2020-03-10)
Employees1 (100% Investors, 0% Brokers)
Phone407-740-5350
Address795 Brightwater Cir
Maitland, FL 32751
Source [IAPD] [Website]
Total AUM ($MM)
230184138924602010201320172021
Comparable Firms State AUM ($BB)
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IL 0.2
MKKS Investment Advisory Services Inc
CA 0.2
Philip Vongontard CFA LLC
MO 0.2
Ridge Creek Global Inc
OH 0.2
Essential Planning LLC
NH 0.2
The Hogan-Knotts Financial Group Inc
NJ 0.2
Mountain Capital Investment Advisors Inc
CO 0.2
The Planned Approach Inc
MO 0.2
VR Advisors LLC
CA 0.2
Select Capital Advisors LLC
PA 0.2
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