Simplifi, Inc.
Simplifi, Inc. is an SEC-registered mass-market adviser in San Diego, CA with $276.1M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Simplifi, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 154900, SEC 801-78839, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $276.1M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- San Diego, CA
- Employees
- 5
- Clients
- 301
- CRD
- 154900
- Ownership
- THE ERIC SIGDESTAD TRUST DATED JULY 22, 2015; THE SIGDESTAD FAMILY TRUST, DATED NOVEMBER 9, 2004; SIGDESTAD, ERIC, ALLEN; BOYD, ELIZABETH, ANN; SIGDESTAD, DARCY, ALLISON
How much AUM does Simplifi, Inc. have?
Simplifi, Inc. reported $276.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Simplifi, Inc.?
Disclosed owners and executives of Simplifi, Inc. include THE ERIC SIGDESTAD TRUST DATED JULY 22, 2015, THE SIGDESTAD FAMILY TRUST, DATED NOVEMBER 9, 2004, SIGDESTAD, ERIC, ALLEN, BOYD, ELIZABETH, ANN, SIGDESTAD, DARCY, ALLISON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.