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).

Current Firm Details
P.o. Box 8455, Jacksonville, TX 75766
http://www.simplyrich.com
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 Antman, financial advisor Carlsbad CA
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 Jurman, financial advisor Burbank CA
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.

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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