Updated:
Simple Financial
Simple Financial, LLC is a state-registered investment adviser in West Jordan, UT. It has 11 employees and 11 investment advisers. The firm is based in Utah.
Overview
Simple Financial, LLC is a state-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
RIA
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.
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. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Simple Financial in Altss
Explore available research and relationship coverage for this adviser in Altss.