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SECURITIES AND EXCHANGE COMMISSIONFORM 13FHR Initial quarterly Form 13F holdings report filed by institutional managersFiling Date: 20240513 | Period of Report: 20240331 SEC Accession No. 000117266124002201
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Simplify Asset Management Inc is a financial services company that specializes in investment management and asset allocation strategies.
Individuals and entities that have investment accounts managed by Simplify Asset Management Inc are required to file.
To fill out Simplify Asset Management Inc forms, clients should gather their financial information, review the required sections, and provide accurate data as specified in the filing instructions.
The purpose of Simplify Asset Management Inc is to provide clients with efficient investment solutions and management services to optimize asset growth.
Information that must be reported includes account balances, investment performance, fees incurred, and any additional pertinent financial data.
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