1400 Civic Place
Suite 250
Southlake, Texas 76092
Tel: 817-488-7775
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 $1,061,257,078 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 27 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 157092 |
SEC# | 801-73657 |
Assets Managed by Firm | $1,061,257,078 |
No. of Clients | 14 |
No. of Advisors | 27 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 14 | $1,061,257,078 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$652,741,971,627 | 818 | 1096 | |
$192,398,103,714 | 269289 | 3349 | |
$140,836,403,633 | 3419 | 510 | |
$134,002,200,000 | 147 | 906 | |
$104,977,500,000 | 95 | 353 |
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