0001085146-24-003295.txt : 20240726 0001085146-24-003295.hdr.sgml : 20240726 20240726172009 ACCESSION NUMBER: 0001085146-24-003295 CONFORMED SUBMISSION TYPE: N-PX PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240726 EFFECTIVENESS DATE: 20240726 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SimpliFi, Inc. CENTRAL INDEX KEY: 0001716983 ORGANIZATION NAME: IRS NUMBER: 274431950 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: N-PX SEC ACT: 1934 Act SEC FILE NUMBER: 028-18284 FILM NUMBER: 241148097 BUSINESS ADDRESS: STREET 1: 9666 BUSINESSPARK AVE STREET 2: SUITE 111 CITY: SAN DIEGO STATE: CA ZIP: 92131 BUSINESS PHONE: 8586956600 MAIL ADDRESS: STREET 1: 9666 BUSINESSPARK AVE STREET 2: SUITE 111 CITY: SAN DIEGO STATE: CA ZIP: 92131 N-PX 1 primary_doc.xml N-PX IM LIVE 0001716983 XXXXXXXX false false 06/30/2024 YEAR 2024 SimpliFi, Inc. 858-695-6600

9666 BUSINESSPARK AVE SUITE 111 SAN DIEGO CA 92131

INSTITUTIONAL MANAGER NOTICE REPORT REPORTING PERSON HAS POLICY TO NOT VOTE N 028-18284 000154900 801-78839 N SimpliFi, Inc. Lauren Torres Lauren Torres Chief Compliance Officer 07/26/2024