Simplyrich

Simplyrich (CRD# 119311) is a financial advisory firm headquartered in Jacksonville, TX. They manage $292,444,442 in 226 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    292
    MILLION
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $1,294,002
Compensation Options
  • A percentage of assets under your management
  • 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
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.

CA, NY, OR, TX

Financial Advisors at Simplyrich
Showing 1 - 2 of 2 top financial advisors.
1
Lester M. Antman
CRD#: 4506158
Carlsbad, CA

Lester Antman (CRD# 4506158) is an Investment Advisor Representative working at Simplyrich in Carlsbad, CA and has over 21 years of experience in the finance industry.

2
Steve N. Jurman
CRD#: 6913384
Burbank, CA

Steve Jurman (CRD# 6913384) is an Investment Advisor Representative working at Simplyrich in Burbank, CA and has over 5 years of experience in the finance industry.

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