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Matthew Simpson

WEALTHSPRING CAPITAL LLC·WEST HARRISON, New York
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2 WESTCHESTER PARK DRIVE, WEST HARRISON, NY 10604CRD# 4715223Firm CRD# 301040
01

About

Matthew Simpson is a registered financial advisor based in WEST HARRISON, New York, affiliated with WEALTHSPRING CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
WEALTHSPRING CAPITAL LLC
WEALTHSPRING CAPITAL LLC
AUM
$503M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at WEALTHSPRING CAPITAL LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4715223
Firm CRD# 301040
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Simpson offer?
Matthew Simpson specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WEST HARRISON, New York for a consultation.
What are Matthew Simpson's credentials?
Matthew Simpson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Simpson located?
Matthew Simpson is based in WEST HARRISON, New York, working with WEALTHSPRING CAPITAL LLC. Their office serves clients in the WEST HARRISON metropolitan area and surrounding communities.
How does Matthew Simpson charge for services?
Matthew Simpson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHSPRING CAPITAL LLC?
WEALTHSPRING CAPITAL LLC has approximately 5 employees and manages $503M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WEST HARRISON
David Mitchel Gallers — WEALTHSPRING CAPITAL LLCMichael James Mayer — WEALTHSPRING CAPITAL LLCAngele Zebley Gallers — WEALTHSPRING CAPITAL LLCJennifer Simpson — WEALTHSPRING CAPITAL LLCDaniel Jack Gelfarb — CRYPTIC CAPITAL MANAGEMENT, LP
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
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Research
Advisor Fees in New YorkNational Fee Analysis
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