SIMPLE MONEY ADVISORS LLC

SIMPLE MONEY ADVISORS LLC is an SEC-registered investment adviser (CRD 342619).

Registration

• CRD: 342619
• Type: Registered investment adviser
• Phone: 607-229-2964
• Latest filing: 2026-06-29
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed, Performance, Other.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 342619 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search