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Simply Money Advisors Info

Simply Money Advisors info

Simply Money Advisors (SEC CIK 1538900) first filed with the SEC on 2012-01-19 (Form 13F-HR) and has filed 30 times since, including 26 Form 13F-HR quarterly holdings reports. It is organized in OH and registered at 7890 E. KEMPER ROAD, SUITE 200, CINCINNATI, OH, 45249.

  • Name: Value Simply Money Advisors.
  • SEC CIK: Value 1538900.
  • State of organization: Value OH.
  • Business address: Value 7890 E. KEMPER ROAD, SUITE 200, CINCINNATI, OH, 45249.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameSimply Money Advisors
SEC CIK1538900
State of organizationOH
Business address7890 E. KEMPER ROAD, SUITE 200, CINCINNATI, OH, 45249
Mailing address7890 E. KEMPER ROAD, SUITE 200, CINCINNATI, OH, 45249
Phone513-469-7500
Fiscal year endDecember 31
Former namesFinancial Network Group, Ltd (2012-01-19 to 2014-01-22)

SEC Filing History

FieldValue
First SEC filing2012-01-19 (Form 13F-HR)
Latest SEC filing2019-02-11 (Form 13F-NT)
Filings on EDGAR30
First Form 13F-HR2012-01-19 (quarter ended 2011-12-31)
Latest Form 13F-HR2018-04-17 (quarter ended 2018-03-31)
Form 13F-HR filings26

Filings by Form

FormFilingsLatest
13F-HR262018-04-17
13F-NT32019-02-11
13F-HR/A12013-10-17

Filings by Year

YearFilingsForm 13F-HR
201910
201842
201744
201644
201544
201444
201354
201244

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