Simplyrich (CRD# 119311) is a financial advisory firm headquartered in Jacksonville, TX. They manage $140,762,545 in 181 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management141MILLION
Total Number of Accounts181ACCOUNTS
Average Account Value$777,694
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, NY, TX
Lester Antman (CRD# 4506158) is an Investment Advisor Representative working at Simplyrich in Fallbrook, CA and has over 16 years of experience in the finance industry.
Sasha Antman (CRD# 6551881) is an Investment Advisor Representative working at Simplyrich in Portland, OR and has 1 year of experience in the finance industry.