Simplex Wealth Management LLC

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Assets, Funds, Holdings

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Simplex Wealth Management LLC
CRD #170265
SEC #801-101496
CIK #
AUM $96.8 MM (78% Disc, 100% US)
Employees6 (50% Investors, 0% Brokers)
Phone925-804-6468
Address3160 Crow Canyon Rd, Suite 150,
San Ramon, CA 94583
Source IAPDexternal Websiteexternal
Total AUM ($BB)
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