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THE SIMPLE INVESTOR'S GUIDE, LLC
CRD 285860
2775 TAPO STREET, SUITE #203B, SIMI VALLEY, CA, 93063, United States
Phone
805-210-2997
Fax
805-210-2997
Registration
— (—)
Source
State registered
Total AUM
$12.5M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $2.8M |
| High net worth individuals | 4 | $9.8M |
All web addresses on file
Official SEC filing: View on IAPD