Active
SIMPLICITY WEALTH
Investment Advice|SUMMIT, NJ
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$3.6B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 3.5B |
| Non-Discretionary | 82.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 300572 |
| SEC Number | 801-114798 |
| Street Address | 475 SPRINGFIELD AVE. |
| Street Address 2 | SUITE #1 |
| Location | SUMMIT, NJ 07901 |
| Country | United States |
| Phone | 844-220-8326 |
| Total Employees | 242 |
Client Count by Type (5,619 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 5,557 |
| High Net Worth Individual… | 32 |
| Other Investment Advisers | 28 |
| Banking/Thrift Institutio… | 2 |
Community Partners
BOROUGH OF FANWOOD
BOROUGH OF GARWOOD
BOROUGH OF KENILWORTH
BOROUGH OF MOUNTAINSIDE
BOROUGH OF NEW PROVIDENCE
BOROUGH OF ROSELLE
BOROUGH OF ROSELLE PARK
CITY OF ELIZABETH
CITY OF LINDEN
CITY OF PLAINFIELD
CITY OF RAHWAY
CITY OF SUMMIT
COUNTY OF UNION
TOWN OF WESTFIELD
TOWNSHIP OF BERKELEY HEIGHTS
TOWNSHIP OF CLARK
TOWNSHIP OF CRANFORD (INC)
TOWNSHIP OF SCOTCH PLAINS
TOWNSHIP OF SPRINGFIELD
TOWNSHIP OF UNION
BOROUGH OF FANWOOD
BOROUGH OF GARWOOD
BOROUGH OF KENILWORTH
BOROUGH OF MOUNTAINSIDE
BOROUGH OF NEW PROVIDENCE
BOROUGH OF ROSELLE
BOROUGH OF ROSELLE PARK
CITY OF ELIZABETH
CITY OF LINDEN
CITY OF PLAINFIELD
CITY OF RAHWAY
CITY OF SUMMIT
COUNTY OF UNION
TOWN OF WESTFIELD
TOWNSHIP OF BERKELEY HEIGHTS
TOWNSHIP OF CLARK
TOWNSHIP OF CRANFORD (INC)
TOWNSHIP OF SCOTCH PLAINS
TOWNSHIP OF SPRINGFIELD
TOWNSHIP OF UNION
BOROUGH OF FANWOOD
BOROUGH OF GARWOOD
BOROUGH OF KENILWORTH
BOROUGH OF MOUNTAINSIDE
BOROUGH OF NEW PROVIDENCE
BOROUGH OF ROSELLE
BOROUGH OF ROSELLE PARK
CITY OF ELIZABETH
CITY OF LINDEN
CITY OF PLAINFIELD
CITY OF RAHWAY
CITY OF SUMMIT
COUNTY OF UNION
TOWN OF WESTFIELD
TOWNSHIP OF BERKELEY HEIGHTS
TOWNSHIP OF CLARK
TOWNSHIP OF CRANFORD (INC)
TOWNSHIP OF SCOTCH PLAINS
TOWNSHIP OF SPRINGFIELD
TOWNSHIP OF UNION
Municipal Government
21 Active
21
Organizations
LINDEN ROSELLE SEWAGE AUTHORITY
LINDEN-ROSELLE SEWERAGE AUTHORITY
PLAINFIELD AREA REGIONAL SEWER AUTHORITY
RAHWAY VALLEY SEWERAGE AUTHORITY
UNION COUNTY UTILITIES AUTHORITY
LINDEN ROSELLE SEWAGE AUTHORITY
LINDEN-ROSELLE SEWERAGE AUTHORITY
PLAINFIELD AREA REGIONAL SEWER AUTHORITY
RAHWAY VALLEY SEWERAGE AUTHORITY
UNION COUNTY UTILITIES AUTHORITY
LINDEN ROSELLE SEWAGE AUTHORITY
LINDEN-ROSELLE SEWERAGE AUTHORITY
PLAINFIELD AREA REGIONAL SEWER AUTHORITY
RAHWAY VALLEY SEWERAGE AUTHORITY
UNION COUNTY UTILITIES AUTHORITY
Special District
5 Active
5
Organizations
BERKELEY HEIGHTS SCH DIST
BOARD OF EDUCATION FOR VOCATIONAL-TECH
CLARK TWP SCHOOL DIST
CRANFORD PUBLIC SCH DIST
ELIZABETH CITY SCHOOL DISTRICT
GARWOOD BORO SCH DIST
HILLSIDE TWP SCH DIST
KENILWORTH BORO SCH DIST
LINDEN CITY SCHOOL DIST
MORRIS-UNION JOINTURE COMMISSION
MOUNTAINSIDE BORO SCHOOL DIST
NEW PROVIDENCE BORO SCH DIST
PLAINFIELD SCHOOL DISTRICT
RAHAWAY BOARD OF EDUCATION
RAHWAY SCHOOL DIST
ROSELLE BORO SCH DIST
ROSELLE PARK BORO SCH DIST
SCOTCH PLAINS FANWD SCHOOL DISTRICT
SCOTCH PLAINS FANWOOD REG SCHOOL DIST
SPRINGFIELD PUBLIC SCH DIST
BERKELEY HEIGHTS SCH DIST
BOARD OF EDUCATION FOR VOCATIONAL-TECH
CLARK TWP SCHOOL DIST
CRANFORD PUBLIC SCH DIST
ELIZABETH CITY SCHOOL DISTRICT
GARWOOD BORO SCH DIST
HILLSIDE TWP SCH DIST
KENILWORTH BORO SCH DIST
LINDEN CITY SCHOOL DIST
MORRIS-UNION JOINTURE COMMISSION
MOUNTAINSIDE BORO SCHOOL DIST
NEW PROVIDENCE BORO SCH DIST
PLAINFIELD SCHOOL DISTRICT
RAHAWAY BOARD OF EDUCATION
RAHWAY SCHOOL DIST
ROSELLE BORO SCH DIST
ROSELLE PARK BORO SCH DIST
SCOTCH PLAINS FANWD SCHOOL DISTRICT
SCOTCH PLAINS FANWOOD REG SCHOOL DIST
SPRINGFIELD PUBLIC SCH DIST
BERKELEY HEIGHTS SCH DIST
BOARD OF EDUCATION FOR VOCATIONAL-TECH
CLARK TWP SCHOOL DIST
CRANFORD PUBLIC SCH DIST
ELIZABETH CITY SCHOOL DISTRICT
GARWOOD BORO SCH DIST
HILLSIDE TWP SCH DIST
KENILWORTH BORO SCH DIST
LINDEN CITY SCHOOL DIST
MORRIS-UNION JOINTURE COMMISSION
MOUNTAINSIDE BORO SCHOOL DIST
NEW PROVIDENCE BORO SCH DIST
PLAINFIELD SCHOOL DISTRICT
RAHAWAY BOARD OF EDUCATION
RAHWAY SCHOOL DIST
ROSELLE BORO SCH DIST
ROSELLE PARK BORO SCH DIST
SCOTCH PLAINS FANWD SCHOOL DISTRICT
SCOTCH PLAINS FANWOOD REG SCHOOL DIST
SPRINGFIELD PUBLIC SCH DIST
School District
28 Active
28
Organizations
10 FENWICK CORP
10TH MASONIC DISTRICT SCHOLARSHIP FUND A NJ NONPROFITCORP
155 RAHWAY RIVER CHAPTER OF TROUT UNLIMITED
1 FAMILY 2GETHER 4EVER
207 LOCAL PLAINFIELD
2FOR LIVES INC
2ND MOUNT OLIVES CHURCH OF GOD INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4THIRTEEN OUTREACH INC
641 HOUSING BENEFIT FUND INC
908 VISIONARIES
AAJFK ALUMNI ASSOCIATION
10 FENWICK CORP
10TH MASONIC DISTRICT SCHOLARSHIP FUND A NJ NONPROFITCORP
155 RAHWAY RIVER CHAPTER OF TROUT UNLIMITED
1 FAMILY 2GETHER 4EVER
207 LOCAL PLAINFIELD
2FOR LIVES INC
2ND MOUNT OLIVES CHURCH OF GOD INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4THIRTEEN OUTREACH INC
641 HOUSING BENEFIT FUND INC
908 VISIONARIES
AAJFK ALUMNI ASSOCIATION
10 FENWICK CORP
10TH MASONIC DISTRICT SCHOLARSHIP FUND A NJ NONPROFITCORP
155 RAHWAY RIVER CHAPTER OF TROUT UNLIMITED
1 FAMILY 2GETHER 4EVER
207 LOCAL PLAINFIELD
2FOR LIVES INC
2ND MOUNT OLIVES CHURCH OF GOD INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4THIRTEEN OUTREACH INC
641 HOUSING BENEFIT FUND INC
908 VISIONARIES
AAJFK ALUMNI ASSOCIATION
Nonprofit Organization
2947 Active
2947
Organizations
Community Partners104 organizations
BOROUGH OF ROSELLE PARK
Municipal Government·ROSELLE PARK
CITY OF ELIZABETH
Municipal Government·ELIZABETH
CITY OF LINDEN
Municipal Government·LINDEN
CITY OF PLAINFIELD
Municipal Government·PLAINFIELD
CITY OF RAHWAY
Municipal Government·RAHWAY
TOWNSHIP OF SCOTCH PLAINS
Municipal Government·SCOTCH PLAINS
LINDEN ROSELLE SEWAGE AUTHORITY
Special District·LINDEN
PLAINFIELD AREA REGIONAL SEWER AUTHORITY
Special District·MIDDLESEX
BOARD OF EDUCATION FOR VOCATIONAL-TECH
School District·SCOTCH PLAINS
GARWOOD BORO SCH DIST
School District·GARWOOD
RAHAWAY BOARD OF EDUCATION
School District·RAHWAY
SCOTCH PLAINS FANWD SCHOOL DISTRICT
School District·SCOTCH PLAINS
TFSE LLC
School District·LINDEN
10 FENWICK CORP
Nonprofit Organization·ELIZABETH
10TH MASONIC DISTRICT SCHOLARSHIP FUND A NJ NONPROFITCORP
Nonprofit Organization·CRANFORD
155 RAHWAY RIVER CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·CLARK
1 FAMILY 2GETHER 4EVER
Nonprofit Organization·PLAINFIELD
207 LOCAL PLAINFIELD
Nonprofit Organization·PLAINFIELD
2FOR LIVES INC
Nonprofit Organization·Scotch Plains
2ND MOUNT OLIVES CHURCH OF GOD INC
Nonprofit Organization·UNION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Westfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Westfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·westfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·westfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·westfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·westfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Westfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·westfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·westfield
4THIRTEEN OUTREACH INC
Nonprofit Organization·RAHWAY
641 HOUSING BENEFIT FUND INC
Nonprofit Organization·UNION
908 VISIONARIES
Nonprofit Organization·PLAINFIELD
AAJFK ALUMNI ASSOCIATION
Nonprofit Organization·Cranford
ABA 4 YOU INC
Nonprofit Organization·Union
AB COMMUNITY HEALTH PROJECTS INC
Nonprofit Organization·Roselle
A BIRTHDAY WISH A NJ NONPROFIT CORPORATION
Nonprofit Organization·WESTFIELD
Abundant Life Worship Center of Spr
Nonprofit Organization·Springfield
ACACIA SQUARE CLUB INC
Nonprofit Organization·Roselle
ACADEMIC ADVENTURES IN AMERICA INC
Nonprofit Organization·SUMMIT
ACADEMY FOR INNOVATION IN EDUCATION - STEAM
Nonprofit Organization·Westfield
ACN YOUTH FOUNDATION FOR YOUTHS EMP
Nonprofit Organization·Union
ACP ARTS INK
Nonprofit Organization·plainfield
Adaptive Technologies Foundation Inc
Nonprofit Organization·Linden
ADELANTE ALLIANCE
Nonprofit Organization·Garwood
ADELPHIC CORNELL EDUCATIONAL FUND
Nonprofit Organization·PLAINFIELD
ADONIRAM COUNCIL NO 9 RSM
Nonprofit Organization·Westfield
ADRIEANNES HEART
Nonprofit Organization·Linden
ADVANCED FINANCIAL FEDERAL CREDIT UNION
Nonprofit Organization·NEW PROVIDENCE
ADVANCED RESEARCH INNOVATION IN SCIENCE EDUCATION
Nonprofit Organization·Scotch Plains
ADVOCATE TO AWARENESS INC
Nonprofit Organization·Union
AEROBLUE AVIATION FOUNDATION INC
Nonprofit Organization·Westfield
AEROBLUE GRASSROOTS ORGANIZATION
Nonprofit Organization·Garwood
AFFORDABLE ENERGY FOR NEW JERSEY
Nonprofit Organization·SPRINGFIELD
AFGHAN AMERICAN COMMUNITY OF NEW JERSEY
Nonprofit Organization·Linden
AFRICAMANI
Nonprofit Organization·Berkeley Heights
AFRICAN VIOLET AND GESNERIAD SOCIETY OF NEW JERSEY
Nonprofit Organization·Union
African Welding and Metallurgical Foundation Inc
Nonprofit Organization·Union
AFRICA SEED INC
Nonprofit Organization·Plainfield
AFRO-AMERICAN HISTORICAL AND GENEALOGICAL SOCIETY INC
Nonprofit Organization·Summit
AFTERNOON MUSIC A NEW JERSEY NON-PROFIT CORPORATION
Nonprofit Organization·Summit
AFTER THE RAIN FOUNDATION
Nonprofit Organization·Linden
AFT NJ
Nonprofit Organization·UNION
AGAPE BEREAN HEALTH SERVICES INC
Nonprofit Organization·Union