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CAPITAL INSIGHT PARTNERS, LLC
SCOTTSDALE, AZ
480-295-7070
SEC #801-69421Total AUM
$829.6M
Employees
9Clients
469Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7328 EAST DEER VALLEY ROAD
SUITE 105
SCOTTSDALE
AZ 85255
United States
SUITE 105
SCOTTSDALE
AZ 85255
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Monday - Friday
Phone
480-295-7070
Financials
Total AUM
$829.6M
Accounts
993Discretionary
$802M
Accounts
978Non-Discretionary
$27.7M
Accounts
15
Clients
Individual Clients
250AUM
$97M
HNW Individual Clients
175AUM
$519.6M
Banking Clients
1AUM
$0
Investment Company Clients
1AUM
$64.2M
Pension/Profit Sharing Plan Clients
35AUM
$148.9M
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Other Clients
1AUM
$0
Description of Other Clients
NA
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT COUNSELING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOHIILMNNENHNMTXWA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.