Insight Capital Research & Management Inc.

Insight Capital Research & Management Inc. (CRD# 105570) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $366,750,000 in 356 accounts and serve the financial needs of clients across 40 states (or territories).

By the Numbers
  • Total Assets Under Management
    367
    MILLION
  • Total Number of Accounts
    356
    ACCOUNTS
  • Average Account Value
    $1,030,197
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.

AK, AL, AR, AZ, CA, CT, DC, FL, GA, IA, ID, IL, KS, LA, MA, MD, MI, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SD, TN, TX, UT, VT, WA, WV

Financial Advisors at Insight Capital Research & Management Inc.
Showing 1 - 5 of 5 top financial advisors.
1
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 24 years of experience in the finance industry.

2
Randall O. Yurchak
CRD#: 2957080
201 North Civic Drive, Suite 190, Walnut Creek, CA 94596
96
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 14 years of experience in the finance industry.

3
Dragos Georgescu
CRD#: 5073867
201 North Civic Drive, Suite 190, Walnut Creek, CA 94596
93
Wealthminder
score

Dragos Georgescu (CRD# 5073867) is an Investment Advisor Representative working at Insight Capital Research & Management Inc. in Walnut Creek, CA and has over 10 years of experience in the finance industry.

4
Philip T. Hamilton
CRD#: 2826524
Portland, ME
93
Wealthminder
score

Philip Hamilton (CRD# 2826524) is an Investment Advisor Representative working at Insight Capital Research & Management Inc. in Portland, ME and has over 20 years of experience in the finance industry.

5
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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