$35.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
25 ADV. Clients
19 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-07-2007
- Office Locations
- 2
Office Locations
-- EL Cerrito CA
-- Vacaville CA
About Simple Life Financial
Simple Life Financial (K83 Enterprises LLC) is a California-registered RIA focused on helping individuals pursue financial independence through goal-based financial planning and portfolio checkups. The firm builds simplified, fundamentals-driven investment plans and handles cash-flow and expense optimization. Public filings indicate an ETF-only SMA approach, with asset-allocation and index-fund implementation.
Team overview
-- AVG AGE
$17.6M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
9.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MARK ANDREW SIFLING
Investment Advisor, Manager
- CRD
- #4080932
- Ownership
- 75% or more
Available
Available
Available
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J
John Collet IV
--
- CRD
- #8218173
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $35,210,668 | -- |
| Total | $35,210,668 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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