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).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • 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
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

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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