Insight Capital Research & Management Inc.
Insight Capital Research & Management Inc. (CRD# 105570) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $205,430,000 in 255 accounts and serve the financial needs of clients across 0 states (or territories).
Current Firm Details
Insight Capital Research & Management Inc.
By the Numbers
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Total Assets Under Management205MILLION
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Total Number of Accounts255ACCOUNTS
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Average Account Value$805,608
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
Financial Advisors at Insight Capital Research & Management Inc.
No Advisor Found.
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