Sign in
Create a free account
SIMPSON INVESTMENT COUNSEL
LEXINGTON, MA
781-863-0250
SEC #801-49770Total AUM
$66.8M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9 GRAPEVINE AVE
STE 2
LEXINGTON
MA 02421-7934
United States
STE 2
LEXINGTON
MA 02421-7934
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Monday - Friday
Phone
781-863-0250
Financials
Total AUM
$66.8M
Accounts
97Discretionary
$19.7M
Accounts
88Non-Discretionary
$47.1M
Accounts
9
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.