SIMPLE FINANCIAL SOLUTIONS, LLC
SIMPLE FINANCIAL SOLUTIONS, LLC is an SEC-registered investment adviser (CRD 150380). Regulatory assets under management: $191.3M.
Registration
- CRD: 150380
- SEC file number: 801-107850
- Type: Registered investment adviser
- 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)
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