# SIMPLE FINANCIAL SOLUTIONS, LLC

SIMPLE FINANCIAL SOLUTIONS, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 150380
- Type: SEC-registered investment adviser
- SEC file number: 801-107850
- Phone: 407-718-0916
- Latest filing: 2023-02-14
- Regulatory AUM: $191.3M
- Discretionary AUM: $191.3M
- Clients: 1
- Accounts: 202

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| [PRIZER JOHN MCLAREN](https://search.stillhousedata.com/person/728816) | MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150380/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150380/similar
- Related entities: https://search.stillhousedata.com/firm/150380/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150380

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.