Simple Financial, LLC
Firm details
- Headquarters
- West Jordan, Utah
- CRD number
- 321616
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Simple Financial, LLC is a limited liability company that operates in the financial services sector, focusing on providing a range of advisory services. The firm engages in financial planning, pension consulting, and the selection of other advisers, catering to a diverse client base. While the firm does not actively engage in ESG investing, it positions itself as a capital allocator, utilizing various investment strategies to meet client needs.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 11
Nathan Billeter
Financial PlannerCRD 5139768
Lawrence Gray
Managing PartnerCRD 6218468
Jonathan Carroll
CCOCRD 6722322
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Jordan, UT
Salt Lake
Location
West Jordan, UT
Headquartered in West Jordan, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 6671 S Redwood Rd
- Time zone
- MT (UTC-7)
- Office locations
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