Simpson Leonard Investments LLC

Simpson Leonard Investments LLC (CRD# 107499) is a financial advisory firm headquartered in Lexington, MA. They manage $69,064,417 in 119 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $580,373
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
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.

MA

Financial Advisors at Simpson Leonard Investments LLC
Showing 1 - 2 of 2 top financial advisors.
1
Alan C. Simpson
CRD#: 2567783
405 Waltham St #pmb392, Lexington, MA 02421
96
Wealthminder
score

Alan Simpson (CRD# 2567783) is an Investment Advisor Representative working at Simpson Leonard Investments LLC in Lexington, MA and has over 22 years of experience in the finance industry.

2
Robert T. Leonard
CRD#: 5060765
4 High Street, Suite 213, North Andover, MA 01845
90
Wealthminder
score

Robert Leonard (CRD# 5060765) is an Investment Advisor Representative working at Simpson Leonard Investments LLC in North Andover, MA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.