Overview
Assets Under Management: $230 million
Headquarters: EL SEGUNDO, CA
High-Net-Worth Clients: 66
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.67
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 250
Discretionary Accounts: 250
Regulatory Filings
CRD Number: 172511
Last Filing Date: 2025-02-18 00:00:00
Website: https://insightinv.com