DIRECTORY OF REGISTERED ADVISORS
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SIMPLICITY WEALTH
Tel: 844-220-8326
86 Summit Ave Ste 303
Summit, New Jersey 07901
SIMPLICITY WEALTH
SIMPLICITY WEALTH is a Summit, New Jersey based financial advisory firm with nearly $3,166,555,578 in assets under management and provides investment advisory services for 6188 clients. There are currently 159 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
300572
SEC#:
801-114798
No. of Clients:
6188
Assets under Management
$3,166,555,578
No. of Advisors:
159
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