Simplyrich
Firm details
- Headquarters
- ,
- CRD number
- 119311
- Registered since
- April 2, 2008
- Website
- simplyrich.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.9%
- Individuals2.1%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Simplyrich is a single-owner, independent registered investment adviser that has been SEC-registered since 2008 and operates as a sole proprietorship. The firm focuses on individuals and families, offering financial planning and discretionary portfolio management for both individual clients and small businesses. Its billing mixes percentage-of-AUM fees with fixed-fee engagements. Simplyrich is not positioned as a multi-state adviser, pension consultant, or a capital allocator, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities100%
Contacts
2 of 2Lester Antman
Personal Financial AdvisorCRD 4506158
Steve Jurman
Real EstateCRD 6913384
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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