S
$51.3M Total AUM
$51.3M Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Transamerica
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-14-2025
- Office Locations
- 1
Office Locations
755 North Peach Avenue Suite G10 Clovis CA
About Simplifiedfp
Simplifiedfp is a Clovis-based RIA. The firm has been operating for 0 years. Managing $51.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Transamerica.
Team overview
-- AVG AGE
$51.3M AVG AUM / ADVISOR
$915.2K AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
RUSSELL STALIN MALTES
Chief Compliance Officer, Owner
- CRD
- #4304383
- 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 | $51,250,991 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,250,991 | -- |
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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 |
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