Insight, Corp.
Insight, Corp. (CRD# 311445) is a financial advisory firm headquartered in Boulder, CO. They manage $47,062,070 in 256 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management47MILLION
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Total Number of Accounts256ACCOUNTS
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Average Account Value$183,836
Compensation Options
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, TX
Financial Advisors at Insight, Corp.
1
Peter Locke (CRD# 5884665) is an Investment Advisor Representative working at Insight, Corp. in Boulder, CO and has over 11 years of experience in the finance industry.
2
Kevin Taylor (CRD# 6369647) is an Investment Advisor Representative working at Insight, Corp. in Boulder, CO and has over 9 years of experience in the finance industry.
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