SIMPSON INVESTMENT COUNSEL
SIMPSON INVESTMENT COUNSEL of LEXINGTON, MA is an SEC-registered investment adviser (CRD 107499). Regulatory assets under management: $17.6M.
Registration
- CRD: 107499
- SEC file number: 801-49770
- Type: Registered investment adviser
- Location: 52 WALTHAM STREET, LEXINGTON, MA, 02421
- Phone: 781-863-0250
- Latest filing: 2026-01-14
- Regulatory AUM: $17.6M
- Discretionary AUM: $17.6M
- Clients: 1
- Accounts: 13
Business model
Compensation: % of AUM.
Clients served: Individuals, High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| SIMPSON ALAN CARTER | PRESIDENT; PRESIDENT,CHIEF COMPLIANCE OFFICER | — |
| SIMPSON HUGH ALAN | PRESIDENT | — |
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