Simplifi, Inc.
● SEC registered since 2013CRD 154900SEC# 801-78839San Diego, CA
Reg. AUM
$276.1M
Employees
5
Accounts
576
Location
San Diego, CA
Simplifi, Inc. assets under management
Simplifi, Inc. is an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2013. It reports $276.1 million in regulatory assets under management and employs 5 people.
Simplifi, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Allen Sigdestad Control | Chief Executive Officer | Over 75% | 2010 |
| Lauren Suzanne Torres | Chief Compliance Officer | Under 5% | 2024 |
Frequently asked questions
How much does Simplifi, Inc. manage?
Simplifi, Inc. reports $276.1 million in regulatory assets under management on its Form ADV.
How many employees does Simplifi, Inc. have?
Simplifi, Inc. reports 5 employees.
Where is Simplifi, Inc. located?
Simplifi, Inc. is based in San Diego, CA and has been SEC-registered since 2013.
Does Simplifi, Inc. disclose fund performance?
Simplifi, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9666 Businesspark Ave, Suite 111, San Diego, CA 92131 |
| Phone | 858-695-6600 |
| Fax | 877-692-9700 |
| Office hours | 7:30 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1716983 |
| Discloses disciplinary history | No |
Regulatory AUM
$276.1M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$276.1Mregulatory AUM
Discretionary $276.1M