Simple Life Financial

Simple Life Financial (CRD# 142992) is a financial advisory firm headquartered in , . They manage $4,853,000 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $285,471
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 A. Sifling
CRD#: 4080932
El Cerrito, CA
93
Wealthminder
score

Mark Sifling (CRD# 4080932) is an Investment Advisor Representative working at Simple Life Financial in El Cerrito, CA and has over 17 years of experience in the finance industry.

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