Simplyria Advisor Network
Firm details
- Headquarters
- Brighton, Michigan
- CRD number
- 154494
- Registered since
- June 26, 2017
- Website
- www.caitlinjohn.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals53.72%
- HNWI43.77%
- Pension & Profit Sharing Plans2.27%
- Corporations / Businesses0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Simplyria Advisor Network is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC registered (2017) and positions itself as a capital allocator serving individual and family clients. Its advisory offering spans financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, manager selection, and educational workshops. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities85%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 389Active vs passive
$131M in ETFs
87%
$113M
6%
$17.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $12M | 131,184 | 9.20% |
Location
Brighton, MI
Livingston
Location
Brighton, MI
Headquartered in Brighton, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Livingston
- Address
- 1024 E Grand River Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Patrick Financial Group LLC
RIABrighton, MI
Old Oak Financial Planning, Inc.
RIABrighton, MI
A Smarter Way to Invest
RIABrighton, MI
Pinnacle Wealth Management, Inc.
RIABrighton, MI
Strickler Investment Services, LLC
RIABrighton, MI
Wealth & Wellness Group, LLC
RIABrighton, MI