Insignia Capital Group, LP

Insignia Capital Group, LP (CRD# 169772) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $882,649,044 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1333 N. California Blvd., Suite 520, Walnut Creek, CA 94596
https://www.linkedin.com/company/insignia-capital-group/
By the Numbers
  • Total Assets Under Management
    883
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $220,662,261
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Insignia Capital Group, LP
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals