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SIMPLEX WEALTH MANAGEMENT

Tel: 925-804-6468
500 La Gonda Way
Suite 210
Danville, California  94526

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SIMPLEX WEALTH MANAGEMENT

SIMPLEX WEALTH MANAGEMENT is a Danville, California based financial advisory firm with nearly $258,915,416 in assets under management and provides investment advisory services for 769 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Other (MARKETING REIMBURSEMEN

Firm CRD#:

170265

SEC#:

801-101496

No. of Clients:

769

Assets under Management

$258,915,416

No. of Advisors:

9

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