Steve Neal Jurman

Simplyrich

7 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Simplyrich

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

74 clients

Average Client Portfolio

$5.0M average

Assets Under Management

$370.6M

Fee Structure

Minimum Investment:$800K

Financial Planning:Investment management only

Location

Burbank, CA

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Simplyrich

February 2018 - Present · 8 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.