Simpson Investment Counsel

Simpson Investment Counsel (CRD# 107499) is a financial advisory firm headquartered in Lexington, MA. They manage $91,284,462 in 107 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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.


Financial Advisors at Simpson Investment Counsel
Showing 1 - 1 of 1 top financial advisors.
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 21 years of experience in the finance industry.

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