SIMPSON ALAN CARTER

SIMPSON INVESTMENT COUNSEL
LEXINGTON, Massachusetts·1 registered advisor·CRD# 107499
SEC# 801-49770781-863-0250
01

Firm Overview

AUM
$67M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at SIMPSON ALAN CARTER

1 registered advisor
Alan Carter Simpson
LEXINGTON, Massachusetts
05

Office Locations

LEXINGTON, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. SIMPSON ALAN CARTER (CRD# 107499) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.