Simple Portfolio Management, Inc.

Simple Portfolio Management, Inc. (CRD# 148263) is a financial advisory firm headquartered in , . They manage $107,952,733 in 62 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://simple-portfolio.com
By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $1,741,173
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL, MI

Financial Advisors at Simple Portfolio Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Myung Lee, financial advisor Irvine CA
Myung D. Lee
CRD#: 5612549
Irvine, CA

Myung Lee (CRD# 5612549) is an Investment Advisor Representative working at Simple Portfolio Management, Inc. in Irvine, CA and has over 15 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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