Borislava I Ivanova
Investment adviser representative at Simplify Asset Management Inc.
12 yearsExperience
1 stateRegistered in
CFADesignation
$14.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Simplify Asset Management Inc.Jan 2022 to now
- World Financial Group, Inc.Aug 2014 to now
- ConsiliumMar 2020 to Jul 2021
- University of CanterburyMar 2020 to Apr 2021
- Goldman Sachs Asset ManagementJan 2016 to Jul 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Simplify Asset Management Inc.
$14.1BAssets managed
44Clients
4Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6401697
- Firm CRD
- 309535