# SIMPLIFI, INC.

SIMPLIFI, INC. of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 154900
- Type: SEC-registered investment adviser
- SEC file number: 801-78839
- Location: 9666 BUSINESSPARK AVE, SUITE 111, SAN DIEGO, CA, 92131
- Phone: 858-695-6600
- Latest filing: 2026-03-24
- Regulatory AUM: $276.1M
- Discretionary AUM: $276.1M
- Clients: 5
- Accounts: 576

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Eric Allen Sigdestad | CHIEF EXECUTIVE OFFICER | — |
| Lauren Suzanne Torres | CHIEF COMPLIANCE OFFICER | — |
| SIGDESTAD ERIC ALLEN | CEO/CCO; CEO/CCO (SINCE 2010), TRUSTEE OF THE ERIC SIGDESTAD TRUST (SINCE 2015); CHIEF EXECUTIVE OFFICER (+4 more) | — |
| BOYD ELIZABETH ANN | SECRETARY; SECRETARY, COO | — |
| SIGDESTAD DARCY ALLISON | CO-TRUSTEE; TRUSTEE | — |
| TORRES LAUREN SUZANNE | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 877-692-6800 |
| — | — | 1 | 877-692-6800 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154900/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154900/similar
- Related entities: https://search.stillhousedata.com/firm/154900/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154900

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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.