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INSIGHT WEALTH STRATEGIES, LP
100 Pacifica
Suite 360
Irvine, California 92618
Tel: 949-453-9331
About INSIGHT WEALTH STRATEGIES, LP
INSIGHT WEALTH STRATEGIES, LP, formally registered with the SEC as INSIGHT WEALTH STRATEGIES, LP. The firm was established in 05/19/2022. They have over 1 offices throughout the country.
INSIGHT WEALTH STRATEGIES, LP is a Irvine, California based Financial Planning firm with nearly $109,183,000 assets under management, offering retirement planning & investment advisory services to 235 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151437 |
| SEC# | 801-124825 |
| Assets Managed by Firm | $109,183,000 |
| No. of Clients | 235 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 235 | $109,183,000 |
| Individuals (other than high net worth individuals) | 13 | $2,441,100 |
| High net worth individuals | 40 | $85,853,900 |
| Pension and profit sharing plans | 8 | $19,888,000 |
| Corporations or other businesses | 5 | $1,000,000 |
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