THE SIMPLE INVESTOR'S GUIDE, LLC

THE SIMPLE INVESTOR'S GUIDE, LLC of SIMI VALLEY, CA is an SEC-registered investment adviser (CRD 285860). Regulatory assets under management: $12.5M.

Registration

• CRD: 285860
• Type: Registered investment adviser
• Location: 2775 TAPO STREET, SIMI VALLEY, CA, 93063
• Phone: 805-210-2997
• Latest filing: 2026-07-14
• Regulatory AUM: $12.5M
• Non-discretionary AUM: $12.5M
• Clients: 1
• Accounts: 28

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 285860 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search