Simplify Asset Management Inc.
SEC RegisteredWhen Income is the Goal
About the firm
Simplify is an ETF provider offering a range of exchange-traded funds focused on income generation, diversification, and alternative strategies including barrier income, aggregate bonds, managed futures, and currency investing.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Simplify offers ETFs including the Simplify Barrier Income ETF (SBAR), Simplify Aggregate Bond ETF (AGGH), Simplify Managed Futures Strategy ETF (CTA), and Simplify Currency Strategy ETF (FOXY), as well as curated model portfolios, fund insights, and live market and strategy update webcasts.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 1 | $1.3M |
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of October 3, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Simplify Asset Management Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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