SIMPLIFIEDFP

SIMPLIFIEDFP of CLOVIS, CA is an SEC-registered investment adviser (CRD 338336). Regulatory assets under management: $51.3M.

Registration

• CRD: 338336
• Type: Registered investment adviser
• Location: 755 NORTH PEACH AVENUE, CLOVIS, CA, 93611
• Phone: 559-938-0305
• Latest filing: 2026-04-29
• Regulatory AUM: $51.3M
• Discretionary AUM: $51.3M
• Clients: 1
• Accounts: 151

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338336 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search