Investment adviser · CRD 133372

SIMPLIFI

Investment adviser filing (IA)

SIMPLIFI, LLC

WINSTON-SALEM, NC, United States · Form ADV filed Mar 6, 2013

Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

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 6, 2013. View historical filings

Reported services

Financial planning

Compensation

Fixed

Principal office

635 N. TRADE STREET
WINSTON-SALEM, NC, 27101, United States

CRD 133372

Filing source

Form ADV 709972 · Mar 6, 2013 · 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.