Insight Investment

Insight Investment (CRD# 107200) is a financial advisory firm headquartered in New York, NY. They manage $16,337,238,558 in 167 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    16,337
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $97,827,776
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Insight Investment
Showing 1 - 1 of 1 top financial advisors.
1
David W. Witthohn
CRD#: 1337747
1700 Broadway, Suite 2050, Denver, CO 80290
93
Wealthminder
score

David Witthohn (CRD# 1337747) is an Investment Advisor Representative working at Insight Investment in Denver, CO and has over 31 years of experience in the finance industry.

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