SIMPLIFY ASSET MANAGEMENT INC.

LAS VEGAS, Nevada·6 registered advisors·CRD# 309535
SEC# 801-11925511646-585-0476
01

Firm Overview

AUM
$4.7B
Regulatory assets under management
Employees
45
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at SIMPLIFY ASSET MANAGEMENT INC.

6 registered advisors
Brian Carroll Kelleher
LAS VEGAS, Nevada
David Marc Berns
LAS VEGAS, Nevada
Fiona Chi Yu Ho
LAS VEGAS, Nevada
John Ryu
LAS VEGAS, Nevada
Paul Sang Jin Kim
LAS VEGAS, Nevada
Richard Alan Kayne
LAS VEGAS, Nevada
05

Office Locations

LAS VEGAS, Nevada
6 advisors

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Data sourced from SEC Form ADV filings. SIMPLIFY ASSET MANAGEMENT INC. (CRD# 309535) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.