Assets Under Management
$370.6M
Number of Clients
74
Number of Advisors
2
Average Client AUM
$5.0M
AUM per Advisor
$185.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
SimplyRich provides customized investment advisory solutions through personal client contact and discretionary investment management. They work with clients to identify goals, risk tolerance, and financial situation to create a portfolio allocation. The firm primarily uses a long-term investment strategy.
CA, United States