Simplexity Investment Management, LLC

Simplexity Investment Management, LLC (CRD# 166913) is a financial advisory firm headquartered in , . They manage $1,595,177 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $265,863
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

MD

Financial Advisors at Simplexity Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Arturo M. Rodriguez
CRD#: 4424533
Silver Spring, MD
90
Wealthminder
score

Arturo Rodriguez (CRD# 4424533) is an Investment Advisor Representative working at Simplexity Investment Management, LLC in Silver Spring, MD and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.