Simplyria Advisor Network

RIASEC RegisteredEst. 2017
Total AUM
$215M
Discretionary
$211M
98% of AUM
Avg account
$186K
Accounts
1,158
Employees
26
Advisory reps
24

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

FINTRX

Overview

Simplyria Advisor Network is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm serves individual and family clients and operates as a capital allocator, selecting third-party managers in addition to providing in-house financial planning and portfolio management. Its advisory services explicitly include financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars and workshops. Fee arrangements include percentage-of-assets, hourly, and fixed-fee engagements. The firm is not identified as an active ESG investor in the source data. FINTRX also lists industry affiliations with another investment adviser and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Exchange Traded Equities 85%, Public Funds/Mutual Funds 7%, Cash & Cash Equivalents 5%, Investment Grade Corp Bonds 2%, US Government Bonds 1%85%
  • Exchange Traded Equities85%
  • Public Funds/Mutual Funds7%
  • Cash & Cash Equivalents5%
  • Investment Grade Corp Bonds2%
  • US Government Bonds1%

Owners & executives

2 of 2
  • Ronald Briggs

    Ronald Briggs

    Founder & CEOCRD 1622903

  • Bradden Blair

    Bradden Blair

    Founder and CEOCRD 7589088

Contacts

3 of 22
  • Ethan Favre

    Ethan Favre

    Investment Advisor RepresentativeCRD 7738350

  • David Lekarczyk

    Investment Advisor RepresentativeCRD 1622966

  • Steven Roy

    Steven Roy

    Investment AdvisorCRD 4601095

Unlock 19 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 369

Active vs passive

$175M in ETFs

Passive

95%

$167M

Active

2%

$8.2M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL)State StreetPassiveUltrashort Bond$22.9M250,11113.11%
Unlock additional holdings →

Location

Primary office

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

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