Simple Life Financial

Simple Life Financial (CRD# 142992) is a financial advisory firm headquartered in , . They manage $18,658,637 in 77 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.simplelifefinancial.com
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $242,320
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Simple Life Financial
Showing 1 - 1 of 1 top financial advisors.
1
Mark Sifling, financial advisor El Cerrito CA
Mark A. Sifling
CRD#: 4080932
El Cerrito, CA

Mark Sifling (CRD# 4080932) is an Investment Advisor Representative working at Simple Life Financial in El Cerrito, CA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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