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).

By the Numbers
  • Total Assets Under Management
    205
    MILLION
  • Total Number of Accounts
    255
    ACCOUNTS
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

Financial Advisors at Insight Capital Research & Management Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Randall O. Yurchak
CRD#: 2957080
201 North Civic Drive, Suite 190, Walnut Creek, CA 94596
101
Wealthminder
score

Randall Yurchak (CRD# 2957080) is an Investment Advisor Representative working at Insight Capital Research & Management Inc. in Walnut Creek, CA and has over 15 years of experience in the finance industry.

2
James O. Collins
CRD#: 2236314
201 North Civic Drive, Suite 190, Walnut Creek, CA 94596
96
Wealthminder
score

James Collins (CRD# 2236314) is an Investment Advisor Representative working at Insight Capital Research & Management Inc. in Walnut Creek, CA and has over 26 years of experience in the finance industry.

3
Ricky Platt
CRD#: 6280637
201 North Civic Drive, Suite 190, Walnut Creek, CA 94596
90
Wealthminder
score

Ricky Platt (CRD# 6280637) is an Investment Advisor Representative working at Insight Capital Research & Management Inc. in Walnut Creek, CA and has 1 year of experience in the finance industry.

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