SIMPLE PORTFOLIO MANAGEMENT, INC.

SIMPLE PORTFOLIO MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 148263). Regulatory assets under management: $117.1M.

Registration

• CRD: 148263
• Type: Registered investment adviser
• Phone: 248-974-4212
• Latest filing: 2026-01-26
• Regulatory AUM: $117.1M
• Discretionary AUM: $117.1M
• Clients: 1
• Accounts: 63

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148263 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search