Simplyrich
Simplyrich (CRD# 119311) is a financial advisory firm headquartered in Jacksonville, TX. They manage $329,330,960 in 222 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management329MILLION
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Total Number of Accounts222ACCOUNTS
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Average Account Value$1,483,473
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NY, OR, TX
Financial Advisors at Simplyrich
1
Lester Antman (CRD# 4506158) is an Investment Advisor Representative working at Simplyrich in Carlsbad, CA and has over 23 years of experience in the finance industry.
2
Steve Jurman (CRD# 6913384) is an Investment Advisor Representative working at Simplyrich in Burbank, CA and has over 7 years of experience in the finance industry.
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