$438.9M Total AUM
$438.9M Disc. AUM
22.4% 3Y CAGR
2 Employees
67 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-23-2001
- Office Locations
- 2
Office Locations
-- Burbank CA
-- Carlsbad CA
About Simplyrich
SIMPLYRICH is a California-based RIA serving retail clients, including entrepreneurs, with financial planning, tax/estate and retirement planning, insurance guidance, and discretionary portfolio management. Its investment philosophy emphasizes long-term discipline over market timing—investing funds when available—and portfolios are implemented primarily with ETFs, with custody at Charles Schwab.
Team overview
59 AVG AGE
$219.5M AVG AUM / ADVISOR
$6.6M AVG AUM / CLIENT
16.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Fund Managers
Available
Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
L
LESTER MURRAY ANTMAN
Advisor, Owner
- CRD
- #4506158
- Ownership
- 75% or more
Available
Available
Available
S
Steve Neal Jurman
Chief Compliance Officer
- CRD
- #6913384
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $438,939,064 | $1,977,203 |
| Non-Discretionary | $0 | -- |
| Total | $438,939,064 | $1,977,203 |
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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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