S
$7.5M Total AUM
$7.5M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
8 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-20-2018
- Office Locations
- 1
Office Locations
-- Brambleton VA
About Simplify Investments
Simplify Investments is a Brambleton-based RIA. The firm has been operating for 8 years. Managing $7.5M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$7.5M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
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Available
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Asset Classes
Available
Investment Themes
Available
Services
Available
Owner & Executives
KARTIK PATEL
Chief Compliance Officer, Chief Executive Officer, Information Technology Consultant, INVESTMENT ADVISOR
- CRD
- #5728400
- 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 | $7,462,121 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,462,121 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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