Simplysmart Asset Management

Simplysmart Asset Management (CRD# 152991) is a financial advisory firm headquartered in San Francisco, CA. They manage $22,248,476 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $1,483,232
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
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

Financial Advisors at Simplysmart Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Sylvia S. Kwan
CRD#: 2805281
San Francisco, CA
96
Wealthminder
score

Sylvia Kwan (CRD# 2805281) is an Investment Advisor Representative working at Simplysmart Asset Management in San Francisco, CA and has over 17 years of experience in the finance industry.

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