Sampson Investment Management
Sampson Investment Management (CRD# 118492) is a financial advisory firm headquartered in Danville, CA. They manage $62,098,471 in 377 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management62MILLION
Total Number of Accounts377ACCOUNTS
Average Account Value$164,717
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Jack Sampson (CRD# 1411074) is an Investment Advisor Representative working at Sampson Investment Management in Danville, CA and has over 30 years of experience in the finance industry. Jack Sampson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.