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INSIGHT EQUITY MANAGEMENT COMPANY LLC

1400 Civic Place
Suite 250
Southlake, Texas 76092
Tel: 817-488-7775

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About INSIGHT EQUITY MANAGEMENT COMPANY LLC

INSIGHT EQUITY MANAGEMENT COMPANY LLC, formally registered with the SEC as INSIGHT EQUITY MANAGEMENT COMPANY LLC. The firm was established in 03/30/2012. They have over 2 offices throughout the country.

INSIGHT EQUITY MANAGEMENT COMPANY LLC is a Southlake, Texas based Financial Planning firm with nearly $1,147,543,811 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#157092
SEC#801-73657
Assets Managed by Firm$1,147,543,811
No. of Clients17
No. of Advisors24

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total17$1,147,543,811

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