Business ProfileforSimplify
At-a-glance
Related Categories
Overview
Simplify Asset Management was founded in 2020 to help advisors tackle the most pressing portfolio challenges with an innovative set of options-based strategies. By accounting for real-world investor needs and market behavior, along with the non-linear power of options, our strategies allow for the tailored portfolio outcomes clients are looking for.
Exchange Traded Funds
Business Details
- Location of This Business
- 54 W 40th St, New York, NY 10018-2602
- BBB File Opened:
- 7/7/2022
- Years in Business:
- 4
- Business Started:
- 3/27/2020
- Business Incorporated:
- 3/27/2020
- Type of Entity:
- Corporation
- Alternate Business Name
- Simplify Asset Management
- Business Management
- Mr. Brian Kelleher, Chief Revenue Officer
- Ms. Fiona Ho, Chief Operating Officer
- Contact Information
Principal
- Mr. Brian Kelleher, Chief Revenue Officer
- Ms. Fiona Ho, Chief Operating Officer
Customer Contact
- Mr. Brian Kelleher, Chief Revenue Officer
Customer Complaints
1 Customer Complaints
Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews
File a ComplaintMost Recent Customer Complaint
07/07/2022
- Complaint Type:
- Product Issues
- Status:
- Answered
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