Simpleadvisory LLC
Simpleadvisory LLC is an SEC-registered asset manager in Garden City, NY with $42.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Simpleadvisory LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 334785, SEC 801-132138, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $42.1M (2026-03-30)
- Firm type
- Asset Manager
- Location
- Garden City, NY
- Employees
- 3
- Clients
- 4
- CRD
- 334785
- Ownership
- Mehdizadeh, Shervin, N; Mehdizadeh, Rody, Sharod
How much AUM does Simpleadvisory LLC have?
Simpleadvisory LLC reported $42.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Simpleadvisory LLC?
Disclosed owners and executives of Simpleadvisory LLC include Mehdizadeh, Shervin, N, Mehdizadeh, Rody, Sharod. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.