Simpson Capital Management

Simpson Capital Management (CRD# 111238) is a financial advisory firm headquartered in , . They manage $15,000,000 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.simpsoncapital.com
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $214,286
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Simpson Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
David Simpson, financial advisor Laguna Niguel CA
David L. Simpson
CRD#: 4570053
Laguna Niguel, CA

David Simpson (CRD# 4570053) is an Investment Advisor Representative working at Simpson Capital Management in Laguna Niguel, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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