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 registered with the SEC since 2017. The firm focuses on individual and family clients and provides a mix of financial planning and portfolio management services for individuals and small businesses. Its service menu also includes pension consulting, selection of third‑party advisers and educational seminars/workshops. Simplyria charges clients based on a percentage of assets under management and also uses hourly and fixed fees. The firm describes itself as a capital allocator and does not identify 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
2 of 2
Ronald Briggs
Founder & CEOCRD 1622903
Bradden Blair
Founder and CEOCRD 7589088
Contacts
3 of 22
Ethan Favre
Investment Advisor RepresentativeCRD 7738350
David Lekarczyk
Investment Advisor RepresentativeCRD 1622966
Steven Roy
Investment AdvisorCRD 4601095
Wealth 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
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