SIMPSON ALAN CARTER
Legal name: SIMPSON INVESTMENT COUNSEL
CRD #107499 SEC #801-49770 LEXINGTON, MA 781-863-0250
SEC Registered
Total AUM
$66.8M
Discretionary
$19.7M
Employees
1
Clients
11
Accounts
97
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2012 | $66.8M | $19.7M | $47.1M | 1 | 11 |
| Jan 2012 | $66.8M | $19.8M | $47.1M | 1 | 11 |
| Mar 2011 | $66.6M | $35.5M | $31M | 5 | -- |
| Mar 2009 | $50.4M | $23.9M | $26.5M | 5 | -- |
| Mar 2008 | $68.8M | $35.5M | $33.3M | 5 | -- |
| Mar 2007 | $65.3M | $0 | $65.3M | 5 | -- |
| Mar 2006 | $59.5M | $59.5M | $0 | 5 | -- |
| Sep 2005 | $58.3M | $58.3M | $0 | 5 | -- |
DateFeb 2012
Total AUM$66.8M
Discretionary$19.7M
Non-Disc.$47.1M
Employees1
Clients11
DateJan 2012
Total AUM$66.8M
Discretionary$19.8M
Non-Disc.$47.1M
Employees1
Clients11
DateMar 2011
Total AUM$66.6M
Discretionary$35.5M
Non-Disc.$31M
Employees5
Clients--
DateMar 2009
Total AUM$50.4M
Discretionary$23.9M
Non-Disc.$26.5M
Employees5
Clients--
DateMar 2008
Total AUM$68.8M
Discretionary$35.5M
Non-Disc.$33.3M
Employees5
Clients--
DateMar 2007
Total AUM$65.3M
Discretionary$0
Non-Disc.$65.3M
Employees5
Clients--
DateMar 2006
Total AUM$59.5M
Discretionary$59.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$58.3M
Discretionary$58.3M
Non-Disc.$0
Employees5
Clients--