Updated:
Simple Financial
Simple Financial, LLC is an SEC-registered investment adviser in West Jordan, UT. It has 11 employees and 11 investment advisers. The firm is based in Utah.
Simple Financial
Simple Financial, LLC is an SEC-registered investment adviser in West Jordan, UT. It has 11 employees and 11 investment advisers. The firm is based in Utah.
General information
Firm type
Single Family Office
Frequently asked questions
What is the ownership structure of Simple Financial?
Simple Financial is organized as an LLC, which is a common legal structure for family offices in the United States. LLCs offer flexibility in management and liability protection. The specific family or principal behind the entity has not been disclosed.
Is Simple Financial a single-family office or multi-family office?
Based on its name and typical LLC usage for managing concentrated family wealth, Simple Financial appears to be a single-family office. No evidence suggests it serves multiple unrelated families.
Has Simple Financial publicly disclosed any investment holdings?
No public filings or disclosures of specific investments, asset classes, or portfolio companies have been found. The firm's investment activity remains private.
Where is Simple Financial headquartered?
The firm has not publicly identified its physical location. No city, state, or country of operation is available in any public source.
Who manages investment decisions at Simple Financial?
The names of any investment professionals or principals have not been disclosed. It operates without a public team listing.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: