Investment adviser · CRD 154023

INVESTSIMPLY

Investment adviser filing (IA)

INVESTSIMPLY LLC

SAN FRANCISCO, CA, United States · Form ADV filed Mar 30, 2012

Regulatory AUM
$1.53M
Form ADV · Item 5.F
Client accounts
10
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2012. View historical filings

Reported services

Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

580 CALIFORNIA STREET, SUITE 1600
SAN FRANCISCO, CA, 94104, United States

CRD 154023

Filing source

Form ADV 627218 · Mar 30, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.