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Renita Ray Simpson

ONYX FINANCIAL ADVISORS, LLC·IDAHO FALLS, Idaho
Clean recordONYX FINANCIAL ADVISORS, LLC
2400 E. 25TH STREET, IDAHO FALLS, ID 83404CRD# 4936033Firm CRD# 134881

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Renita Ray Simpson · IDAHO FALLS, ID
Registration
CRD #4936033 · ONYX FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Renita Ray Simpson is a registered financial advisor based in IDAHO FALLS, Idaho, affiliated with ONYX FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ONYX FINANCIAL ADVISORS, LLC
ONYX FINANCIAL ADVISORS, LLC
AUM
$356M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at ONYX FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 4936033
Firm CRD# 134881
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Renita Ray Simpson offer?
Renita Ray Simpson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in IDAHO FALLS, Idaho for a consultation.
What are Renita Ray Simpson's credentials?
Renita Ray Simpson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Renita Ray Simpson located?
Renita Ray Simpson is based in IDAHO FALLS, Idaho, working with ONYX FINANCIAL ADVISORS, LLC. Their office serves clients in the IDAHO FALLS metropolitan area and surrounding communities.
How does Renita Ray Simpson charge for services?
Renita Ray Simpson's firm is compensated through percentage of aum, subscription fees, other: percentage of retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ONYX FINANCIAL ADVISORS, LLC?
ONYX FINANCIAL ADVISORS, LLC has approximately 9 employees and manages $356M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ONYX FINANCIAL ADVISORS, LLC

Aaron Blair Sautter
IDAHO FALLS, ID
Lyndsay Goody
IDAHO FALLS, ID
Deborah Lyn Roe
IDAHO FALLS, ID
John David Parry
IDAHO FALLS, ID
Kenneth John Simpson
IDAHO FALLS, ID
Terry Lee Roe
IDAHO FALLS, ID

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Research
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