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).
Total Assets Under Management16,337MILLION
Total Number of Accounts167ACCOUNTS
Average Account Value$97,827,776
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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
David Witthohn (CRD# 1337747) is an Investment Advisor Representative working at Insight Investment in Denver, CO and has over 32 years of experience in the finance industry.