SIMPLIFI, LLC

SIMPLIFI

WINSTON-SALEM, North Carolina·5 registered advisors·CRD# 133372

SEC# 801-63672615-939-0214

01

Firm Overview

AUM

—

Regulatory assets under management

Employees

2

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Compensation

Subscription fees

03

Specialties

Financial Planning

04

Advisors at SIMPLIFI, LLC

5 registered advisors

Charles Bryan Link

WINSTON-SALEM, North Carolina

Daniel Edwin Smith

WINSTON-SALEM, North Carolina

Deborah Janine Malenfant

WINSTON-SALEM, North Carolina

Philip Robertson Sleadd Waugh

WINSTON-SALEM, North Carolina

Randall Scott Tuttle

WINSTON-SALEM, North Carolina

05

Office Locations

WINSTON-SALEM, North Carolina

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Data sourced from SEC Form ADV filings. SIMPLIFI, LLC (CRD# 133372) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.