Simplifi Inc

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Assets, Funds, Holdings

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CAFR Data
Simplifi Inc
CRD #154900
SEC #801-78839
CIK #1716983
AUM $174.6 MM (100% Disc, 100% US)
Employees6 (33% Investors, 0% Brokers)
Phone877-692-6800
Address9666 Businesspark Ave
San Diego, CA 92131
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
180144108723602009201220162020
Sector Holding Cap ($MM) Value ($MM)
TOTL33.1
LQDH21.0
SHV19.1
EFAV18.4
VIG14.4
IWM9.7
RLY7.7
SPY5.6
SRLN3.6
FLRN2.5
View All
Holdings by Sector ($)
0.20.20.10.10.00.02016201720182020
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