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).
Total Assets Under Management69MILLION
Total Number of Accounts119ACCOUNTS
Average Account Value$580,373
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.
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.