Simple Portfolio Management, Inc.
Simple Portfolio Management, Inc. (CRD# 148263) is a financial advisory firm headquartered in , . They manage $107,952,733 in 62 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Simple Portfolio Management, Inc.
By the Numbers
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Total Assets Under Management108MILLION
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Total Number of Accounts62ACCOUNTS
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Average Account Value$1,741,173
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, IL, MI
Financial Advisors at Simple Portfolio Management, Inc.
1
Myung Lee (CRD# 5612549) is an Investment Advisor Representative working at Simple Portfolio Management, Inc. in Irvine, CA and has over 15 years of experience in the finance industry.
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