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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 25, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOYD, ELIZABETH, ANN | I | SECRETARY | NA | |
| BOYD, ELIZABETH, ANN | I | SECRETARY | NA | |
| BOYD, ELIZABETH, ANN | I | SECRETARY | NA | |
| BOYD, ELIZABETH, ANN | I | SECRETARY | NA | |
| BOYD, ELIZABETH, ANN | I | SECRETARY | NA | |
| BOYD, ELIZABETH, ANN | I | SECRETARY | NA | |
| BOYD, ELIZABETH, ANN | I | SECRETARY | NA | |
| BOYD, ELIZABETH, ANN | I | SECRETARY | NA | |
| BOYD, ELIZABETH, ANN | I | SECRETARY | NA | |
| BOYD, ELIZABETH, ANN | I | SECRETARY, COO | NA | Control |
| SIGDESTAD, ERIC, ALLEN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SIGDESTAD, ERIC, ALLEN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SIGDESTAD, ERIC, ALLEN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SIGDESTAD, ERIC, ALLEN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SIGDESTAD, ERIC, ALLEN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| TORRES, LAUREN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| TORRES, LAUREN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| TORRES, LAUREN, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIGDESTAD, ERIC, ALLEN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CEO/CCO (SINCE 2010), TRUSTEE OF THE ERIC SIGDESTAD TRUST (SINCE 2015) | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CEO/CCO (SINCE 2010), TRUSTEE OF THE ERIC SIGDESTAD TRUST (SINCE 2015) | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CEO/CCO (SINCE 2010), TRUSTEE OF THE ERIC SIGDESTAD TRUST (SINCE 2015) | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CEO/CCO (SINCE 2010), TRUSTEE OF THE ERIC SIGDESTAD TRUST (SINCE 2015) | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CEO/CCO | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CEO/CCO | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CEO/CCO | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CEO/CCO | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CEO/CCO | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CEO/CCO | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CEO/CCO | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CEO/CCO | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CEO/CCO | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CEO/CCO | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CEO/CCO | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CEO/CCO | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CEO/CCO | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CEO/CCO | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CEO/CCO | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CEO/CCO | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CEO/CCO | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CHIEF EXECUTIVE OFFICER | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CHIEF EXECUTIVE OFFICER | E | Control |
| SIGDESTAD, ERIC, ALLEN | I | CHIEF EXECUTIVE OFFICER | E | Control |
| THE ERIC SIGDESTAD TRUST DATED JULY 22, 2015 | DE | SHAREHOLDER | E | Control |
| THE ERIC SIGDESTAD TRUST DATED JULY 22, 2015 | DE | SHAREHOLDER | E | Control |
| THE ERIC SIGDESTAD TRUST DATED JULY 22, 2015 | DE | SHAREHOLDER | E | Control |
| THE ERIC SIGDESTAD TRUST DATED JULY 22, 2015 | DE | SHAREHOLDER | E | Control |
| THE SIGDESTAD FAMILY TRUST, DATED NOVEMBER 9, 2004 | DE | SHAREHOLDER | E | |
| THE SIGDESTAD FAMILY TRUST, DATED NOVEMBER 9, 2004 | DE | SHAREHOLDER | E | Control |
| THE SIGDESTAD FAMILY TRUST, DATED NOVEMBER 9, 2004 | DE | SHAREHOLDER | E | |
| THE SIGDESTAD FAMILY TRUST, DATED NOVEMBER 9, 2004 | DE | SHAREHOLDER | E | |
| THE SIGDESTAD FAMILY TRUST, DATED NOVEMBER 9, 2004 | DE | SHAREHOLDER | E | |
| THE SIGDESTAD FAMILY TRUST, DATED NOVEMBER 9, 2004 | DE | SHAREHOLDER | E |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SIGDESTAD, DARCY, ALLISON | I | THE SIGDESTAD FAMILY TRUST, DATED NOVEMBER 9, 2004 | F | Control |
| SIGDESTAD, ERIC, ALLEN | I | THE SIGDESTAD FAMILY TRUST, DATED NOVEMBER 9, 2004 | F | Control |
| SIGDESTAD, DARCY, ALLISON | I | THE SIGDESTAD FAMILY TRUST, DATED NOVEMBER 9, 2004 | D | |
| SIGDESTAD, DARCY, ALLISON | I | THE SIGDESTAD FAMILY TRUST, DATED NOVEMBER 9, 2004 | D | |
| SIGDESTAD, DARCY, ALLISON | I | THE SIGDESTAD FAMILY TRUST, DATED NOVEMBER 9, 2004 | D | |
| SIGDESTAD, DARCY, ALLISON | I | THE SIGDESTAD FAMILY TRUST, DATED NOVEMBER 9, 2004 | D | |
| SIGDESTAD, DARCY, ALLISON | I | THE SIGDESTAD FAMILY TRUST, DATED NOVEMBER 9, 2004 | D | |
| SIGDESTAD, ERIC, ALLEN | I | THE SIGDESTAD FAMILY TRUST, DATED NOVEMBER 9, 2004 | D | |
| SIGDESTAD, ERIC, ALLEN | I | THE SIGDESTAD FAMILY TRUST, DATED NOVEMBER 9, 2004 | D | |
| SIGDESTAD, ERIC, ALLEN | I | THE SIGDESTAD FAMILY TRUST, DATED NOVEMBER 9, 2004 | D | |
| SIGDESTAD, ERIC, ALLEN | I | THE SIGDESTAD FAMILY TRUST, DATED NOVEMBER 9, 2004 | D | |
| SIGDESTAD, ERIC, ALLEN | I | THE SIGDESTAD FAMILY TRUST, DATED NOVEMBER 9, 2004 | D |
Registrations
Federal
IA
Jun 25, 2025 REGISTERED
Notice Filings (4)
AZ CA LA TX
Address
9666 BUSINESSPARK AVESUITE 111
SAN DIEGO, CA 92131
United States
Phone: 858-695-6600