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Simplified Planning and Investments
Simplified Planning and Investments is an SEC-registered investment adviser in Johnston, IA. The firm manages $8 million in assets on a discretionary basis.
Simplified Planning and Investments
Simplified Planning and Investments is an SEC-registered investment adviser in Johnston, IA. The firm manages $8 million in assets on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Simplified Planning and Investments?
No public information identifies the firm's investment decision-makers. The firm does not disclose its leadership team on any public platform.
What is the firm's known investment approach or strategy?
Based solely on the firm's name, it appears to focus on simplified financial planning and investment management for individual clients, but no detailed strategy documentation is publicly available.
Does Simplified Planning and Investments manage assets for institutions or high-net-worth individuals?
There is no public disclosure indicating the client base. As an RIA, it may serve individuals or small institutions, but no evidence confirms this.
Where is Simplified Planning and Investments located?
The firm's headquarters location is not publicly listed. No address appears in SEC filings or general business databases.
Is there any record of the firm making direct investments or co-investments?
No direct investments or co-investments by Simplified Planning and Investments are recorded in any public source. The firm operates below the visibility of financial databases.
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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