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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GERI, STEVEN, ANDREW | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | E | Control |
| GERI, STEVEN, ANDREW | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | E | Control |
| GERI, STEVEN, ANDREW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GERI, STEVEN, ANDREW | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | E | Control |
| GERI, STEVEN, ANDREW | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | E | Control |
| GERI, STEVEN, ANDREW | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 30, 2012 REGISTERED
Notice Filings (1)
CA
Address
580 CALIFORNIA STREET, SUITE 1600SAN FRANCISCO, CA 94104
United States
Phone: 800-928-6170