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SIMPLIFIEDFP
SIMPLIFIEDFP, LLC
CRD 338336
755 NORTH PEACH AVENUE, SUITE G10, CLOVIS, CA, 93611, United States
Phone
559-938-0305
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$51.3M
Discretionary AUM
$51.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $15.8M |
| High net worth individuals | 22 | $35.4M |
| Corporations/business entities | 2 | $12K |
All web addresses on file
Official SEC filing: View on IAPD