SEC Form ADV · CIK 1716983

SIMPLIFI, INC.

Registered Investment AdviserCA
$276.1M
Assets Under Management
576
Total Clients
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Registration Details

CIK
1716983
Accession
CRD-154900
Location
SAN DIEGO, CA
Filing Date
March 24, 2026
AUM
$276.1M
Total Clients
576
Amendment
No

About this Adviser

SIMPLIFI, INC. is a registered investment adviser headquartered in SAN DIEGO, CA, managing approximately $276.1M in assets across 576 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.