S
$17.6M Total AUM
$17.6M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
30 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Fiduciary Trust · State Street
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-27-1995
- Office Locations
- 2
Office Locations
4 High Street Suite 213 North Andover MA
405 Waltham ST #Pmb392 Lexington MA
About Simpson Investment Counsel
Simpson Investment Counsel is a Lexington-based RIA with 2 offices. The firm has been operating for 30 years. Managing $17.6M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Fiduciary Trust.
Team overview
55 AVG AGE
$17.6M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
19.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ALAN CARTER SIMPSON
Chief Compliance Officer, Manager, Partner
- CRD
- #2567783
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
ROBERT T LEONARD
Partner, Portfolio Manager
- CRD
- #5060765
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,601,716 | $224,319 |
| Non-Discretionary | $0 | $5,232,302 |
| Total | $17,601,716 | $688,977 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing