Simpson Investment Counsel
Simpson Investment Counsel (CRD# 107499) is a financial advisory firm headquartered in Lexington, MA. They manage $8,989,453 in 11 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Simpson Investment Counsel
By the Numbers
-
Total Assets Under Management9MILLION
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Total Number of Accounts11ACCOUNTS
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Average Account Value$817,223
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Simpson Investment Counsel
1
Robert Leonard (CRD# 5060765) is an Investment Advisor Representative working at Simpson Investment Counsel in North Andover, MA and has 1 year of experience in the finance industry.
2
Alan Simpson (CRD# 2567783) is an Investment Advisor Representative working at Simpson Investment Counsel in Lexington, MA and has over 28 years of experience in the finance industry.
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