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Home > Retirement Planners > california > el segundo > INSIGHT INVESTMENT COUNSEL
INSIGHT INVESTMENT COUNSEL
330 Illinois Street
El Segundo, California 90245-4408
Tel: 310-426-6322
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 Status | Approved |
|---|---|
| Firm CRD# | 172511 |
| SEC# | 801-121494 |
| Assets Managed by Firm | $230,003,057 |
| No. of Clients | 250 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 250 | $230,003,057 |
| Individuals (other than high net worth individuals) | 32 | $12,250,729 |
| High net worth individuals | 66 | $217,752,328 |
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