$3.2M Total AUM
$3.2M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Trade-PMR
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-27-2013
- Office Locations
- 1
Office Locations
-- Bethesda MD
About Simplexity Investment Management, LLC
Simplexity Investment Management offers the Simplexity Two-ETF Lifecycle Strategies—disciplined, institutional-quality portfolio construction with diversified exposure to total stock and bond markets. Built to support investors through contribution, transition, and distribution phases, and priced with a 0.20% annual portfolio management fee.
Team overview
-- AVG AGE
$3.2M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
13.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ARTURO MANUEL RODRIGUEZ
Chief Compliance Officer, PORTFOLIO MANAGER, President
- CRD
- #4424533
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,165,141 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,165,141 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing