RIA Intel›Advisers›Michigan›SIMPLE PORTFOLIO MANAGEMENT, INC.

SIMPLE PORTFOLIO MANAGEMENT, INC.

Advisory

MI

Data as of Jan 26, 2026 · Source: SEC Form ADV

Rank in MI

#380

of 521 advisers by AUM

Average account

$2M

across 63 accounts

AUM per adviser

$117M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM

$117M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$117M

Discretionary AUM$117M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients63

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, IL, MI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

63 clients

30 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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