The Simple Investor's Guide, LLC

The Simple Investor's Guide, LLC (CRD# 285860) is a financial advisory firm headquartered in Simi Valley, CA. They manage $10,036,386 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1445 E. Los Angeles Ave, Suite 301-m, Simi Valley, CA 93065
http://www.simi-investments.com/
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $477,923
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at The Simple Investor's Guide, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Goldberg, financial advisor Simi Valley CA
Daniel E. Goldberg
CRD#: 6724837
1445 E. Los Angeles Ave, Suite 301-m, Simi Valley, CA 93065

Daniel Goldberg (CRD# 6724837) is an Investment Advisor Representative working at The Simple Investor's Guide, LLC in Simi Valley, CA and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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