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Building 2INSIGHT CAPITAL MANAGEMENT, LLC

Map pinSAN RAMON, CA
Phone925-362-9571
NotebookSEC #801-110464
Total AUM
$205M
Employees
5
Clients
395

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2001 CROW CANYON ROAD
SUITE 150
SAN RAMON
CA 94583
United States
Operating Hours
8-5
Monday - Friday
Phone
925-362-9571

ReceiptFinancials

Total AUM
$205M
Accounts
395
Discretionary
$205M
Accounts
395
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
395
AUM
$205M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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