SIMPLIFI, INC. of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 154900). Regulatory assets under management: $276.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| 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 | — |