| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Allen Sigdestad Control | Chief Executive Officer | Over 75% | 2010 |
| Lauren Suzanne Torres | Chief Compliance Officer | Under 5% | 2024 |
Simplifi, Inc. reports $251.5 million in regulatory assets under management on its Form ADV.
Simplifi, Inc. reports 4 employees.
Simplifi, Inc. is based in San Diego, CA and has been SEC-registered since 2013.
Simplifi, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9666 Businesspark Ave, Suite 111, San Diego, CA 92131 |
| Phone | 858-695-6600 |
| Fax | 877-692-9700 |
| Office hours | 7:30 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1716983 |
| Discloses disciplinary history | No |
| Discretionary | $251.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $251.5M |