Capital Insight Partners, LLC
Capital Insight Partners, LLC (CRD# 147165) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $736,956,265 in 971 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management737MILLION
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Total Number of Accounts971ACCOUNTS
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Average Account Value$758,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, GA, HI, IL, MN, NE, NH, NM, TX, WA, WY
Susan Anastasiadis (CRD# 4162189) is an Investment Advisor Representative working at Capital Insight Partners, LLC in Scottsdale, AZ and has over 23 years of experience in the finance industry.
Sara Laclair (CRD# 6255750) is an Investment Advisor Representative working at Capital Insight Partners, LLC in Scottsdale, AZ and has over 8 years of experience in the finance industry.
Steven Mahan (CRD# 5893431) is an Investment Advisor Representative working at Capital Insight Partners, LLC in Scottsdale, AZ and has over 8 years of experience in the finance industry.
Craig McCrory (CRD# 4986130) is an Investment Advisor Representative working at Capital Insight Partners, LLC in Scottsdale, AZ and has over 16 years of experience in the finance industry.
Steven Nelson (CRD# 1770674) is an Investment Advisor Representative working at Capital Insight Partners, LLC in Scottsdale, AZ and has over 19 years of experience in the finance industry.
Donna Woodruff (CRD# 3177558) is an Investment Advisor Representative working at Capital Insight Partners, LLC in Scottsdale, AZ and has over 6 years of experience in the finance industry.
Kyle Grout (CRD# 7532331) is an Investment Advisor Representative working at Capital Insight Partners, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.