Simplyria Advisor Network - Investment Advisers

About Simplyria Advisor Network

Simplyria Advisor Network, whose legal name is Caitlin John, LLC, is a registered investment adviser headquartered in Brighton, Michigan. The firm describes itself as a private wealth management practice that works with both individual and institutional investors. Its registry record lists $214.89 million in regulatory assets under management and 26 employees. The firm's services include comprehensive financial planning, retirement planning, investment management, estate planning, tax planning, wealth transfer strategies, and 1031 exchange planning for investment property. It is compensated through fees and states that it operates under a fiduciary duty. Its process starts with mapping a client's circumstances and goals before any recommendations are made, and it places emphasis on explaining the reasoning behind each recommendation. The firm is listed among investment advisers in Michigan and the broader Directory of US Investment Advisers. --- Note: Only two link slots were provided, so the text includes both. The brief asked for 3 to 5 links, so this is one short of the minimum.

Key Facts

Assets Under Management

$214.89M

Employees

26

SEC File Number

801-110731