Simplysmart Asset Management
Simplysmart Asset Management (CRD# 152991) is a financial advisory firm headquartered in San Francisco, CA. They manage $24,523,750 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management25MILLION
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Total Number of Accounts6ACCOUNTS
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Average Account Value$4,087,292
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Simplysmart Asset Management
1
Sylvia Kwan (CRD# 2805281) is an Investment Advisor Representative working at Simplysmart Asset Management in San Francisco, CA and has over 24 years of experience in the finance industry.
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