SIMPLIFI, INC.
CRD #154900 SEC #801-78839 SAN DIEGO, CA 858-695-6600
SEC Registered
Total AUM
$251.5M
Discretionary
$251.5M
Employees
4
Clients
0
Accounts
562
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $251.5M | $251.5M | $0 | 4 | 0 |
| Mar 2025 | $251.5M | $251.5M | $0 | 4 | 0 |
| Mar 2024 | $240.2M | $240.2M | $0 | 4 | 0 |
| Mar 2023 | $223.8M | $223.8M | $0 | 4 | 0 |
| Feb 2022 | $245M | $245M | $0 | 4 | 0 |
| Mar 2021 | $231M | $231M | $0 | 5 | 0 |
| Mar 2021 | $231M | $231M | $0 | 5 | 0 |
| Jul 2020 | $200.5M | $200.5M | $0 | 6 | 0 |
| Jun 2020 | $200.5M | $200.5M | $0 | 6 | 0 |
| Feb 2020 | $200.5M | $200.5M | $0 | 6 | 0 |
| Nov 2019 | $174.6M | $174.6M | $0 | 6 | 0 |
| Mar 2019 | $174.6M | $174.6M | $0 | 6 | 0 |
| Sep 2018 | $177.4M | $177.4M | $0 | 4 | 0 |
| Sep 2018 | $177.4M | $177.4M | $0 | 4 | 0 |
| May 2018 | $177.4M | $177.4M | $0 | 4 | 0 |
| Apr 2018 | $177.4M | $177.4M | $0 | 4 | 0 |
| Mar 2018 | $177.4M | $177.4M | $0 | 4 | 0 |
| Apr 2017 | $151.3M | $151.3M | $0 | 4 | 200 |
| Jan 2017 | $151.3M | $151.3M | $0 | 4 | 200 |
| Oct 2016 | $142.8M | $142.8M | $0 | 4 | 200 |
| Feb 2016 | $142.8M | $142.8M | $0 | 4 | 200 |
| Nov 2015 | $119.7M | $119.7M | $0 | 4 | 200 |
| Aug 2015 | $119.7M | $119.7M | $0 | 4 | 200 |
| Feb 2015 | $119.7M | $119.7M | $0 | 4 | 200 |
| Nov 2014 | $113.2M | $113.2M | $0 | 4 | 224 |
| Jul 2014 | $113.2M | $113.2M | $0 | 3 | 224 |
| Jun 2014 | $113.2M | $113.2M | $0 | 3 | 224 |
| Apr 2014 | $113.2M | $113.2M | $0 | 3 | 224 |
| Mar 2014 | $113.2M | $113.2M | $0 | 3 | 224 |
| Nov 2013 | $108.4M | $108.4M | $0 | 3 | 215 |
| Apr 2012 | $82.8M | $82.8M | $0 | 1 | 242 |
| Apr 2012 | $82.8M | $82.8M | $0 | 1 | 242 |
| Apr 2012 | $82.8M | $82.8M | $0 | 1 | 242 |
| Mar 2012 | $83.1M | $83.1M | $0 | 1 | 330 |
| Aug 2011 | $79.1M | $79.1M | $0 | 5 | -- |
| Jul 2011 | $79.1M | $79.1M | $0 | 5 | -- |
| Mar 2011 | $79.1M | $79.1M | $0 | 5 | -- |
| Feb 2011 | $72.1M | $72.1M | $0 | 5 | -- |
| Nov 2010 | $72.1M | $72.1M | $0 | 5 | -- |
| Sep 2010 | $0 | $0 | $0 | 5 | -- |
| Aug 2010 | $0 | $0 | $0 | 5 | -- |
| Aug 2010 | $0 | $0 | $0 | 5 | -- |
DateJun 2025
Total AUM$251.5M
Discretionary$251.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$251.5M
Discretionary$251.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$240.2M
Discretionary$240.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$223.8M
Discretionary$223.8M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$231M
Discretionary$231M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$231M
Discretionary$231M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$200.5M
Discretionary$200.5M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$200.5M
Discretionary$200.5M
Non-Disc.$0
Employees6
Clients0
DateFeb 2020
Total AUM$200.5M
Discretionary$200.5M
Non-Disc.$0
Employees6
Clients0
DateNov 2019
Total AUM$174.6M
Discretionary$174.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$174.6M
Discretionary$174.6M
Non-Disc.$0
Employees6
Clients0
DateSep 2018
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees4
Clients0
DateSep 2018
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees4
Clients0
DateMay 2018
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees4
Clients0
DateApr 2018
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees4
Clients0
DateApr 2017
Total AUM$151.3M
Discretionary$151.3M
Non-Disc.$0
Employees4
Clients200
DateJan 2017
Total AUM$151.3M
Discretionary$151.3M
Non-Disc.$0
Employees4
Clients200
DateOct 2016
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees4
Clients200
DateFeb 2016
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees4
Clients200
DateNov 2015
Total AUM$119.7M
Discretionary$119.7M
Non-Disc.$0
Employees4
Clients200
DateAug 2015
Total AUM$119.7M
Discretionary$119.7M
Non-Disc.$0
Employees4
Clients200
DateFeb 2015
Total AUM$119.7M
Discretionary$119.7M
Non-Disc.$0
Employees4
Clients200
DateNov 2014
Total AUM$113.2M
Discretionary$113.2M
Non-Disc.$0
Employees4
Clients224
DateJul 2014
Total AUM$113.2M
Discretionary$113.2M
Non-Disc.$0
Employees3
Clients224
DateJun 2014
Total AUM$113.2M
Discretionary$113.2M
Non-Disc.$0
Employees3
Clients224
DateApr 2014
Total AUM$113.2M
Discretionary$113.2M
Non-Disc.$0
Employees3
Clients224
DateMar 2014
Total AUM$113.2M
Discretionary$113.2M
Non-Disc.$0
Employees3
Clients224
DateNov 2013
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees3
Clients215
DateApr 2012
Total AUM$82.8M
Discretionary$82.8M
Non-Disc.$0
Employees1
Clients242
DateApr 2012
Total AUM$82.8M
Discretionary$82.8M
Non-Disc.$0
Employees1
Clients242
DateApr 2012
Total AUM$82.8M
Discretionary$82.8M
Non-Disc.$0
Employees1
Clients242
DateMar 2012
Total AUM$83.1M
Discretionary$83.1M
Non-Disc.$0
Employees1
Clients330
DateAug 2011
Total AUM$79.1M
Discretionary$79.1M
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$79.1M
Discretionary$79.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$79.1M
Discretionary$79.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$72.1M
Discretionary$72.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$72.1M
Discretionary$72.1M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--