Simplifi Inc
Legal Name: SIMPLIFI, INC.
9666 BUSINESSPARK AVE, SUITE 111, SAN DIEGO, CA
877-692-6800
http://www.retiremeasap.com
Frequently Asked Questions (FAQ)
Full Contact Details
Simplifi Inc
9666 BUSINESSPARK AVE, SUITE 111, SAN DIEGO, CA
877-692-6800
877-692-9700
Other Info
Simplifi Inc is a California-based corporation with a total of six employees, two of whom work in advisory positions. The exact number of clients served by the firm is undisclosed. The U.S. Securities and Exchange Commission has approved Simplifi Inc's registration, with the most recent status update dated December 2, 2013.
Retirement Planning San Diego | CERTIFIED FINANCIAL PLANNER™ | SimpliFi
SimpliFi is a San Diego - based retirement planning firm. Founded in 2005, SimpliFi is an independent, fee-only firm focused on simplifying sophisticated retirement plans for their clients. CERTIFIED FINANCIAL PLANNER™
Direct Owners
-
ERIC ALLEN SIGDESTAD
CEO/CCO owns 75% or more
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News
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Jul 23, 2019
- SSGA ACTIVE ETF TR $33,937k
- ISHARES $24,144k
- ISHARES TR $22,870k
- ISHARES TR MIN VOL EAFE ETF $19,936k
- SPDR SERIES TRUST $18,037k
- VANGUARD GROUP $16,586k
- ISHARES TR RUSSELL 2000 ETF $11,834k
- Kraneshares tr $5,349k
- SSGA ACTIVE ETF TR $3,782k
- SPDR S&P 500 ETF TR TR UNIT $3,752k