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INSIGHT INVESTMENT COUNSEL

330 Illinois Street
El Segundo, California 90245-4408
Tel: 310-426-6322

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About INSIGHT INVESTMENT COUNSEL

INSIGHT INVESTMENT COUNSEL, formally registered with the SEC as INSIGHT INVESTMENT COUNSEL. The firm was established in 06/21/2021. They have over 1 offices throughout the country.

INSIGHT INVESTMENT COUNSEL is a El Segundo, California based Financial Planning firm with nearly $230,003,057 assets under management, offering retirement planning & investment advisory services to 250 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#172511
SEC#801-121494
Assets Managed by Firm$230,003,057
No. of Clients250
No. of Advisors5

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total250$230,003,057
Individuals (other than high net worth individuals)32$12,250,729
High net worth individuals66$217,752,328

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