Simpson Capital Management

Simpson Capital Management (CRD# 111238) is a financial advisory firm headquartered in , . They manage $13,235,777 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $189,083
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 L. Simpson
CRD#: 4570053
Laguna Niguel, CA
70
Wealthminder
score

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.

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