Simplysmart Asset Management
Simplysmart Asset Management (CRD# 152991) is a financial advisory firm headquartered in San Francisco, CA. They manage $21,400,000 in 14 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management21MILLION
Total Number of Accounts14ACCOUNTS
Average Account Value$1,528,571
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
Sylvia Kwan (CRD# 2805281) is an Investment Advisor Representative working at Simplysmart Asset Management in San Francisco, CA and has over 18 years of experience in the finance industry.