Simple Capital, LLC is an adviser based in Framingham. It manages $358.71 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2007.
Simple Capital provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Simple Capital, LLC is $358.71 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 259% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Simple Capital, 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.
The principal office where Simple Capital, LLC performs its advisory services is located at 550 Cochituate Road, Framingham, MA 01760, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 508-655-7948 or by fax 508-655-9301. The normal business hours are 9:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at www.simplecapital.com.