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
Simple Life Financial
By the Numbers
-
Total Assets Under Management19MILLION
-
Total Number of Accounts77ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Simple Life Financial
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.