Sign in
Create a free account
THE QINSIGHT GROUP
LA MESA, CA
619-460-0984
SEC #801-51504Total AUM
$32.1M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5480 BALTIMORE DRIVE
SUITE 213
LA MESA
CA 91942
United States
SUITE 213
LA MESA
CA 91942
United States
Operating Hours
7:00 AM TO 4:00PM
Monday - Friday
Monday - Friday
Phone
619-460-0984
Financials
Total AUM
$32.1M
Accounts
41Discretionary
$28.2M
Accounts
38Non-Discretionary
$3.8M
Accounts
3
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.