SimpliFi is an investment advisor in San Diego with $245.02 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
274431950
SEC advisor number
801-78839
FINRA CRD number
154900
AUM ?
$240.18 mm
(as of 13 Mar 24)
Accounts
557
(as of 13 Mar 24)
Employees
4
(1 investment advisory or research)
Address
SimpliFi
9666 BUSINESSPARK AVE
SUITE 111
SAN DIEGO
CA 92131
9666 BUSINESSPARK AVE
SUITE 111
SAN DIEGO
CA 92131
Phone
8586956600
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
14 Oct 21