INVESTSIMPLY LLC
Legal name: INVESTSIMPLY
CRD #154023 SEC #801-71525 SAN FRANCISCO, CA 800-928-6170
SEC Registered
Total AUM
$1.5M
Discretionary
$1.5M
Employees
1
Clients
--
Accounts
10
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $1.5M | $1.5M | $0 | 1 | 1 |
| Aug 2011 | $2M | $2M | $0 | 5 | -- |
| Mar 2011 | $2M | $2M | $0 | 5 | -- |
| Jul 2010 | $0 | $0 | $0 | 5 | -- |
| Jun 2010 | $0 | $0 | $0 | 5 | -- |
| May 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2012
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees1
Clients1
DateAug 2011
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--