# SIMPLIFIED FINANCIAL PARTNERS

SIMPLIFIED FINANCIAL PARTNERS of CALUMET, MI is an SEC-registered investment adviser.

## Registration

- CRD: 331770
- Type: SEC-registered investment adviser
- Location: 100 5TH STREET, CALUMET, MI, 49913
- Phone: 906-337-4727
- Latest filing: 2026-01-21
- Regulatory AUM: $78.2M
- Discretionary AUM: $72.2M
- Non-discretionary AUM: $5.9M
- Clients: 2
- Accounts: 215

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/331770/brochure
- Similar advisers: https://search.stillhousedata.com/firm/331770/similar
- Related entities: https://search.stillhousedata.com/firm/331770/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/331770

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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.