SIMPLICITY SOLUTIONS, LLC
CRD #175009 SEC #801-81008 MINNEAPOLIS, MN 952-831-0039
SEC Registered
Total AUM
$3.5B
Discretionary
$3.4B
Employees
32
Clients
--
Accounts
8,621
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2023 | $3.3B | $3.2B | $68.2M | 130 | 0 |
| Sep 2023 | $3.3B | $3.2B | $68.2M | 130 | 0 |
| Aug 2023 | $3.3B | $3.2B | $68.2M | 130 | 0 |
| Apr 2023 | $3.5B | $3.4B | $65M | 32 | 0 |
| Mar 2023 | $3.5B | $3.4B | $65M | 32 | 0 |
| Mar 2023 | $4.5B | $4.4B | $69.2M | 32 | 0 |
| Feb 2023 | $4.5B | $4.4B | $69.2M | 25 | 0 |
| Jan 2023 | $4.5B | $4.4B | $69.2M | 25 | 0 |
| Dec 2022 | $4.5B | $4.4B | $69.2M | 24 | 0 |
| Dec 2022 | $4.5B | $4.4B | $69.2M | 24 | 0 |
| Nov 2022 | $4.5B | $4.4B | $69.2M | 24 | 0 |
| Nov 2022 | $4.5B | $4.4B | $69.2M | 25 | 0 |
| Nov 2022 | $4.5B | $4.4B | $69.2M | 25 | 0 |
| Oct 2022 | $4.5B | $4.4B | $69.2M | 25 | 0 |
| Aug 2022 | $4.5B | $4.4B | $69.2M | 25 | 0 |
| Mar 2022 | $4.5B | $4.4B | $69.2M | 26 | 0 |
| Jan 2022 | $17.5B | $17.5B | $9.9K | 26 | 0 |
| Jan 2022 | $17.5B | $17.5B | $9.9K | 26 | 0 |
| Dec 2021 | $17.5B | $17.5B | $9.9K | 26 | 0 |
| Nov 2021 | $17.5B | $17.5B | $9.9K | 27 | 0 |
| Jun 2021 | $17.5B | $17.5B | $9.9K | 27 | 0 |
| Apr 2021 | $17.5B | $17.5B | $9.9K | 28 | 0 |
| Mar 2021 | $17.5B | $17.5B | $9.9K | 28 | 0 |
| Jun 2020 | $12.5B | $12.5B | $7.5K | 28 | 0 |
| Mar 2020 | $12.5B | $12.5B | $7.5K | 28 | 0 |
| Mar 2020 | $12.5B | $12.5B | $7.5K | 27 | 0 |
| Mar 2020 | $6.1B | $6.1B | $89.9K | 31 | 0 |
| Nov 2019 | $6.1B | $6.1B | $89.9K | 30 | 0 |
| Nov 2019 | $6.1B | $6.1B | $89.9K | 30 | 0 |
| Mar 2019 | $6.1B | $6.1B | $89.9K | 30 | 0 |
| Feb 2019 | $2.8B | $2.8B | $160.2K | 25 | 0 |
| Mar 2018 | $2.8B | $2.8B | $160.2K | 25 | 0 |
| Apr 2017 | $3.9B | $3.9B | $58.5K | 19 | 12,500 |
| Mar 2017 | $3.9B | $3.9B | $58.5K | 19 | 12,500 |
| Aug 2016 | $2.8B | $2.8B | $0 | 16 | 2,000 |
| Mar 2016 | $2.8B | $2.8B | $0 | 16 | 2,000 |
| Oct 2015 | $429.6M | $355.1M | $74.5M | 14 | 2,000 |
| Aug 2015 | $429.6M | $355.1M | $74.5M | 14 | 2,000 |
| May 2015 | $429.6M | $355.1M | $74.5M | 14 | 2,000 |
| Feb 2015 | $429.6M | $355.1M | $74.5M | 16 | 2,000 |
| Feb 2015 | $429.6M | $355.1M | $74.5M | 16 | 2,000 |
DateOct 2023
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$68.2M
Employees130
Clients0
DateSep 2023
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$68.2M
Employees130
Clients0
DateAug 2023
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$68.2M
Employees130
Clients0
DateApr 2023
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$65M
Employees32
Clients0
DateMar 2023
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$65M
Employees32
Clients0
DateMar 2023
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$69.2M
Employees32
Clients0
DateFeb 2023
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$69.2M
Employees25
Clients0
DateJan 2023
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$69.2M
Employees25
Clients0
DateDec 2022
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$69.2M
Employees24
Clients0
DateDec 2022
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$69.2M
Employees24
Clients0
DateNov 2022
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$69.2M
Employees24
Clients0
DateNov 2022
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$69.2M
Employees25
Clients0
DateNov 2022
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$69.2M
Employees25
Clients0
DateOct 2022
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$69.2M
Employees25
Clients0
DateAug 2022
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$69.2M
Employees25
Clients0
DateMar 2022
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$69.2M
Employees26
Clients0
DateJan 2022
Total AUM$17.5B
Discretionary$17.5B
Non-Disc.$9.9K
Employees26
Clients0
DateJan 2022
Total AUM$17.5B
Discretionary$17.5B
Non-Disc.$9.9K
Employees26
Clients0
DateDec 2021
Total AUM$17.5B
Discretionary$17.5B
Non-Disc.$9.9K
Employees26
Clients0
DateNov 2021
Total AUM$17.5B
Discretionary$17.5B
Non-Disc.$9.9K
Employees27
Clients0
DateJun 2021
Total AUM$17.5B
Discretionary$17.5B
Non-Disc.$9.9K
Employees27
Clients0
DateApr 2021
Total AUM$17.5B
Discretionary$17.5B
Non-Disc.$9.9K
Employees28
Clients0
DateMar 2021
Total AUM$17.5B
Discretionary$17.5B
Non-Disc.$9.9K
Employees28
Clients0
DateJun 2020
Total AUM$12.5B
Discretionary$12.5B
Non-Disc.$7.5K
Employees28
Clients0
DateMar 2020
Total AUM$12.5B
Discretionary$12.5B
Non-Disc.$7.5K
Employees28
Clients0
DateMar 2020
Total AUM$12.5B
Discretionary$12.5B
Non-Disc.$7.5K
Employees27
Clients0
DateMar 2020
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$89.9K
Employees31
Clients0
DateNov 2019
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$89.9K
Employees30
Clients0
DateNov 2019
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$89.9K
Employees30
Clients0
DateMar 2019
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$89.9K
Employees30
Clients0
DateFeb 2019
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$160.2K
Employees25
Clients0
DateMar 2018
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$160.2K
Employees25
Clients0
DateApr 2017
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$58.5K
Employees19
Clients12,500
DateMar 2017
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$58.5K
Employees19
Clients12,500
DateAug 2016
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees16
Clients2,000
DateMar 2016
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees16
Clients2,000
DateOct 2015
Total AUM$429.6M
Discretionary$355.1M
Non-Disc.$74.5M
Employees14
Clients2,000
DateAug 2015
Total AUM$429.6M
Discretionary$355.1M
Non-Disc.$74.5M
Employees14
Clients2,000
DateMay 2015
Total AUM$429.6M
Discretionary$355.1M
Non-Disc.$74.5M
Employees14
Clients2,000
DateFeb 2015
Total AUM$429.6M
Discretionary$355.1M
Non-Disc.$74.5M
Employees16
Clients2,000
DateFeb 2015
Total AUM$429.6M
Discretionary$355.1M
Non-Disc.$74.5M
Employees16
Clients2,000