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, LLC-structured registered investment adviser that began SEC registration in 2017. The firm is owner-operated and focuses on serving individual and family clients through financial planning, portfolio management for individuals and small businesses, selection of third-party advisers, pension consulting, and educational workshops. Compensation arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. Simplyria identifies itself as a capital allocator that can place client capital with external managers; it does not present itself 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 23
Matthew Lamarre
Managing PartnerCRD 5700217
Nathan Meyer
Director of OperationsCRD 7231965
James Anadon
FounderCRD 6332486
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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