SIMPLIFIED FINANCIAL PARTNERS

SIMPLIFIED FINANCIAL PARTNERS of CALUMET, MI is an SEC-registered investment adviser (CRD 331770). Regulatory assets under management: $78.2M.

Registration

• CRD: 331770
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331770 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search