|
⚲
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| Simplifi Inc
✚
| |
|---|---|
| CRD # | 154900 |
| SEC # | 801-78839 |
| CIK # | 0001716983 |
| AUM | $240.2 MM (2024-03-13) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 858-695-6600 |
| Address | 9666 Businesspark Ave San Diego, CA 92131 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| VZ | 211,914.0 | 1.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 241 | 123.6 |
| (b) Individuals (high net worth individuals) | 60 | 116.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 557 | 240.2 |
| By Discretionary | ||
| Discretionary | 557 | 240.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 557 | 240.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 240.2 | |
| Total | 557 | 240.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001716983] |
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