SIMPLICIFI, LLC

SIMPLICIFI, LLC is an SEC-registered investment adviser (CRD 316871). Regulatory assets under management: $3.8M.

Registration

• CRD: 316871
• Type: Registered investment adviser
• Phone: 2096819194
• Latest filing: 2026-01-30
• Regulatory AUM: $3.8M
• Discretionary AUM: $2.4M
• Non-discretionary AUM: $1.5M
• Clients: 1
• Accounts: 50

Business model

Compensation: % of AUM.

Clients served: Individuals, 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 316871 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search