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INSIGNIA CAPITAL GROUP, L.P.
1333 N. California Blvd.
Suite 520
Walnut Creek, California 94596
Tel: (925) 399-8900
About INSIGNIA CAPITAL GROUP, L.P.
INSIGNIA CAPITAL GROUP, LP, formally registered with the SEC as INSIGNIA CAPITAL GROUP, LP. The firm was established in 04/14/2015. They have over 1 offices throughout the country.
INSIGNIA CAPITAL GROUP, L.P. is a Walnut Creek, California based Financial Planning firm with nearly $1,301,822,298 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 169772 |
| SEC# | 801-88186 |
| Assets Managed by Firm | $1,301,822,298 |
| No. of Clients | 4 |
| No. of Advisors | 13 |
Fee Structure
- A Percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio Management for pooled Investment
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $1,301,822,298 |
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