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Simpson Allen Johnson (Philadelphia)


Simpson Allen Johnson is a large advisory firm based in Philadelphia. It manages $53.55 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of New Jersey, North Carolina, Pennsylvania, and South Carolina.

Simpson Allen Johnson provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Simpson Allen Johnson: assets under management

The assets under management (AUM) of Simpson Allen Johnson is $53.55 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $53.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.68 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Simpson Allen Johnson for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Philadelphia

The principal office where Simpson Allen Johnson performs its advisory services is located at 123 S Broad Street, Philadelphia, PA 19109, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (215)546-6007 or by fax (215)546-6259. The normal business hours are 9:00 am -- 5:00 pm on Monday - Friday.


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