S
$3.8M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-05-2021
- Office Locations
- 1
Office Locations
-- Monument CO
About Simplicifi, LLC
Simplicifi, LLC is a Monument-based RIA. The firm has been operating for 4 years. Managing $3.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo.
Team overview
-- AVG AGE
$3.8M AVG AUM / ADVISOR
$181.4K AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
John Dylan Eckersley
Chief Compliance Officer, Managing Member
- CRD
- #7439674
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,356,559 | -- |
| Non-Discretionary | $1,453,052 | -- |
| Total | $3,809,611 | -- |
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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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