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SIMPSON INVESTMENT COUNSEL
CRD 107499 · SEC 801-49770
52 WALTHAM STREET, LEXINGTON, MA, 02421, United States
Phone
781-863-0250
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$17.6M
Discretionary AUM
$17.6M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-01-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $1.7M |
| High net worth individuals | 2 | $15.9M |
Official SEC filing: View on IAPD