Investment adviser · CRD 175009
SIMPLICITY SOLUTIONS, LLC
Investment adviser filing (IA)
MINNEAPOLIS, MN, United States · Form ADV filed Oct 13, 2023
- Regulatory AUM
- $3.3B Form ADV · Item 5.F
- Client accounts
- 7,118 Accounts, not individual clients
- Employees
- 130 Reported in this filing
- Advisory professionals
- 130 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | 15 | $2,214,424,306 | 67.1% |
| Banks & thrifts | Fewer than 5 | $1,084,078,534 | 32.9% |
| Individuals | 10 | $630,137 | 0.0% |
Filing source
Form ADV 1793561 · Oct 13, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Oct 13, 2023. View historical filings
Reported services
Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
3600 AMERICAN BOULEVARD WEST, SUITE 750MINNEAPOLIS, MN, 55431, United States
CRD 175009
Filing source
Form ADV 1793561 · Oct 13, 2023 · 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.