The Qinsight Group
The Qinsight Group (CRD# 106927) is a financial advisory firm headquartered in Julian, CA. They manage $27,427,603 in 25 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management27MILLION
Total Number of Accounts25ACCOUNTS
Average Account Value$1,097,104
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
William Carter (CRD# 1481215) is an Investment Advisor Representative working at The Qinsight Group in Julian, CA and has over 30 years of experience in the finance industry.
David Nawrocki (CRD# 4369210) is an Investment Advisor Representative working at The Qinsight Group in Julian, CA and has 1 year of experience in the finance industry.