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Building 2INSIGHT CAPITAL MANAGEMENT

Map pinCONCORD, CA
Phone925-362-9571
NotebookSEC #801-121420
Total AUM
$330.5M
Employees
5
Clients
343

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1390 WILLOW PASS ROAD
SUITE 960
CONCORD
CA 94520
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
925-362-9571

ReceiptFinancials

Total AUM
$330.5M
Accounts
883
Discretionary
$330.5M
Accounts
883
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
200
AUM
$71.5M
HNW Individual Clients
143
AUM
$259M

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
CATXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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