Siimpl

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
2

Firm details

Headquarters
Bloomington, Minnesota
CRD number
311048
Registered since
January 4, 2021
Fee structure
Percentage of AUM

Firm profile

FINTRX

Overview

Siimpl is an independent, individual-owned limited liability company that operates as a registered investment adviser. The firm is SEC-registered and registered with the SEC in 2021. Its client-fee model is based on a percentage of assets under management. The adviser is identified as having a related adviser entity, and it does not function as a capital allocator. Siimpl is not flagged as an active ESG investor, is not a multi-state adviser, and does not describe itself as a pension consultant or newly formed adviser in the source data.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bloomington, MN

Hennepin

Location

Bloomington, MN

Headquartered in Bloomington, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
7760 France Ave S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth