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THE SIMPLE INVESTOR'S GUIDE, LLC

Advisory

SIMI VALLEY, CA

Data as of Jul 14, 2026 · Source: SEC Form ADV

Rank in CA
#4,541
of 5,480 advisers by AUM
Average account
$448K
across 28 accounts
AUM per adviser
$13M
1 advisers

Source: SEC Form ADV. Figures as filed Jul 14, 2026.

Total AUM
$13M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$13M
Discretionary AUM$0
Non-Discretionary AUM$13M
Discretionary %0%
Total Clients19
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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