# Simple Financial

Simple Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** simplefinancial.com

## Regulatory record

- **CRD number:** 321616
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/321616

## About

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.

## 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.

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- [Marigold Park Capital Advisers](https://altss.com/profile/marigold-park-capital-advisers-private-limited)
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Last updated: 2026-08-10T23:49:37.812Z

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