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).

By the Numbers
  • Total Assets Under Management
    240
    MILLION
  • Total Number of Accounts
    557
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

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

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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