← Tributary

SIMPLIFI, INC.

SAN DIEGO, CA · CRD 154900 · IAPD ↗ · 858-695-6600

$276.1MRegulatory AUM
1Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2025 — SIMPLIFI, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.