Simplifi, Inc.

Simplifi, Inc. (CRD# 154900) is a financial advisory firm headquartered in San Diego, CA. They manage $151,298,732 in 471 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    471
    ACCOUNTS
  • Average Account Value
    $321,229
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, TX

Financial Advisors at Simplifi, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Eric A. Sigdestad
CRD#: 3140614
9666 Businesspark Ave, Suite 111, San Diego, CA 92131
96
Wealthminder
score

Eric Sigdestad (CRD# 3140614) is an Investment Advisor Representative working at Simplifi, Inc. in San Diego, CA and has over 19 years of experience in the finance industry. Eric Sigdestad has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Sean P. Nisil
CRD#: 5407497
9666 Businesspark Ave, Suite 111, San Diego, CA 92131
93
Wealthminder
score

Sean Nisil (CRD# 5407497) is an Investment Advisor Representative working at Simplifi, Inc. in San Diego, CA and has over 10 years of experience in the finance industry.

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