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INSIGHT CAPITAL MANAGEMENT
2001 Crow Canyon Road
Suite 150
San Ramon, California 94583
Tel: 925-362-9571
About INSIGHT CAPITAL MANAGEMENT
INSIGHT CAPITAL MANAGEMENT, formally registered with the SEC as INSIGHT CAPITAL MANAGEMENT. The firm was established in 06/07/2021. They have over 1 offices throughout the country.
INSIGHT CAPITAL MANAGEMENT is a San Ramon, California based Financial Planning firm with nearly $281,600,000 assets under management, offering retirement planning & investment advisory services to 780 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 314558 |
| SEC# | 801-121420 |
| Assets Managed by Firm | $281,600,000 |
| No. of Clients | 780 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 780 | $281,600,000 |
| Individuals (other than high net worth individuals) | 241 | $86,600,000 |
| High net worth individuals | 127 | $195,000,000 |
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