SIMPLEADVISORY LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $42.1M |
| Discretionary | $42.1M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $10.5M |
| Employees | 3 |
| Peak AUM | $46.2MJul 2025 |
| AUM CAGR | -8.1% /yrover 1 yrs · 4 filings |
AUM by Client Type
Total AUM
$42M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $42M | — | — | — | — |
| Discretionary AUM | $42M | — | — | ||
Key Metrics
| Total AUM | $42.1M |
| Discretionary | $42.1M |
| Employees | 3 |
| Client Accounts | 4 |
Contact & Location
Address
900 STEWART AVENUE
GARDEN CITY NY 11530
Phone
516-464-5500
Filing History
4 ADV Part 1 submissions
Fee Structure
Fixed Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$42M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Law Firm