Simplifi, Inc.
Simplifi, Inc. (CRD# 154900) is a financial advisory firm headquartered in San Diego, CA. They manage $240,182,982 in 557 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management240MILLION
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Total Number of Accounts557ACCOUNTS
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Average Account Value$431,208
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.
AZ, CA, TX
Financial Advisors at Simplifi, Inc.
1
Eric Sigdestad (CRD# 3140614) is an Investment Advisor Representative working at Simplifi, Inc. in San Diego, CA and has over 25 years of experience in the finance industry.
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