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).
Total Assets Under Management91MILLION
Total Number of Accounts107ACCOUNTS
Average Account Value$853,126
- 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 Investment Counsel in Lexington, MA and has over 21 years of experience in the finance industry.