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
52 Waltham Street, Lexington, MA 02421
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Simpson Investment Counsel
Showing 1 - 2 of 2 top financial advisors.
1
Robert Leonard, financial advisor North Andover MA
Robert T. Leonard
CRD#: 5060765
4 High Street, Suite 213, North Andover, MA 01845

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, financial advisor Lexington MA
Alan C. Simpson
CRD#: 2567783
405 Waltham St #pmb392, Lexington, MA 02421

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.

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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