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Building 2NEW INSIGHT WEALTH ADVISORS

Map pinSAN RAMON, CA
Phone925-236-2525
NotebookSEC #801-123002
Total AUM
$396.9M
Employees
7
Clients
375

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 DEERWOOD ROAD
SUITE 250
SAN RAMON
CA 94583
United States
Operating Hours
9 AM - 6 PM
Monday - Friday
Phone
925-236-2525

ReceiptFinancials

Total AUM
$396.9M
Accounts
360
Discretionary
$375.1M
Accounts
323
Non-Discretionary
$21.8M
Accounts
37

ContactClients

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Individual Clients
188
AUM
$61.7M
HNW Individual Clients
164
AUM
$307M
Pension/Profit Sharing Plan Clients
11
AUM
$13.4M
Charitable Organization Clients
1
AUM
$140.5K
Corporation or Business Clients
11
AUM
$14.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTX

HandshakeAffiliates

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

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