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Building 2INSIGHT WEALTH STRATEGIES, LP

Map pinIRVINE, CA
Phone949-453-9331
NotebookSEC #801-124825
Total AUM
$109.2M
Employees
2
Clients
66

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 PACIFICA
SUITE 360
IRVINE
CA 92618
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
949-453-9331

ReceiptFinancials

Total AUM
$109.2M
Accounts
235
Discretionary
$109.2M
Accounts
235
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
13
AUM
$2.4M
HNW Individual Clients
40
AUM
$85.9M
Pension/Profit Sharing Plan Clients
8
AUM
$19.9M
Corporation or Business Clients
5
AUM
$1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVTX

HandshakeAffiliates

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

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