Simplify Asset Management Inc.

Overview

Simplify Asset Management Inc. is an SEC registered investment adviser based in Las Vegas, NV, registered since 2020. It reports $14.1B in assets under management across 44 accounts, with 45 employees. It has 4 investment adviser representatives.

Reported AUM

$14.1B

Discretionary

100%

Accounts

44

Average account

$319M

Employees

45

Advisory reps

4

Registered since

2020

Jurisdictions

6

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients

Client types

• Investment Companies
• Pooled Investment Vehicles

Fee structure

Percentage of Assets and Performance-Based Fees

Executive officers 3 of 7

• Paul Sang Jin Kim Co-Founder, Chief Executive Officer CRD 2947075
• David Marc Berns Co-Founder, Chief Information Officer CRD 6004573
• Albert Ashok Moore Chief Compliance Officer CRD 6007672

4 more executive officers, with direct contact details

Advisory reps 3 of 4

• Theodore Joseph Gardner Investment Adviser Rep CRD 6175885
• Borislava I Ivanova Investment Adviser Rep CRD 6401697
• Brian Carroll Kelleher Investment Adviser Rep CRD 2761242

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

10845 Griffith Peak Dr # 2/F
Las Vegas, NV 89135

County

Clark

Metro area

Las Vegas-Henderson-Paradise, NV

Region

West

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: simplify.us

Every state, with registration dates

Similar firms near Las Vegas

• Keystate Advisory, LLCLas Vegas, NV$16.6B AUM
• The Ameriflex GroupLas Vegas, NV$9.7B AUM
• The Wealth Consulting GroupLas Vegas, NV$6.3B AUM
• The Investment Counsel CompanyLas Vegas, NV$2.2B AUM
• Arista Wealth Management, LLCLas Vegas, NV$1.2B AUM