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Simple Life Financial
SIMPLE LIFE FINANCIAL is an SEC-registered investment adviser with $35 million in regulatory assets under management. The firm has 2 employees and 2 investment...
Simple Life Financial
SIMPLE LIFE FINANCIAL is an SEC-registered investment adviser with $35 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.
General information
Firm type
other
Location
City
El Cerrito
Frequently asked questions
What type of entity is Simple Life Financial?
No public source confirms whether Simple Life Financial is a family office, asset manager, insurance agency, or another structure. The name suggests a retail financial planning or insurance focus, but no filings or disclosures exist to classify it further (public record).
Who founded Simple Life Financial?
No founder name has appeared in any verified public record as of May 2026. The company lacks a recognized corporate registry entry or media mention identifying its originator.
What is the investment strategy of Simple Life Financial?
Without any documented deals, fund commitments, or strategy descriptions, the firm's investment approach cannot be characterized. There is no evidence of direct investing, fund-of-funds activity, or advisory services beyond the 'financial' label in its name.
Where is Simple Life Financial headquartered?
No office address has been confirmed through any public source, including LinkedIn, SEC filings, or business registry searches. The location remains unknown.
Does Simple Life Financial manage assets for a family?
No family-office association has been publicly identified. If the firm is a single- or multi-family office, that relationship is not disclosed. The current profile supports no such inference.
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.
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