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Investsimply LLC (San Francisco)


Investsimply LLC is an internet adviser based in San Francisco. It manages $1.53 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of California.

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Investsimply provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investsimply: assets under management

The assets under management (AUM) of Investsimply LLC is $1.53 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $152.5 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Investsimply LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Investsimply LLC performs its advisory services is located at 580 California Street, Suite 1600, San Francisco, CA 94104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-928-6170 or by fax 888-803-4006. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at investsimply.com.


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