Overview
Assets Under Management: $230 million
Headquarters: EL SEGUNDO, CA
High-Net-Worth Clients: 66
Average Client Assets: $3 million
Frequently Asked Questions
INSIGHT INVESTMENT COUNSEL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #172511), INSIGHT INVESTMENT COUNSEL is subject to fiduciary duty under federal law.
INSIGHT INVESTMENT COUNSEL is headquartered in EL SEGUNDO, CA.
INSIGHT INVESTMENT COUNSEL serves 66 high-net-worth clients according to their SEC filing dated December 02, 2025. View client details ↓
According to their SEC Form ADV, INSIGHT INVESTMENT COUNSEL offers portfolio management for individuals. View all service details ↓
INSIGHT INVESTMENT COUNSEL manages $230 million in client assets according to their SEC filing dated December 02, 2025.
According to their SEC Form ADV, INSIGHT INVESTMENT COUNSEL serves high-net-worth individuals. View client details ↓
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
Filing ID: 2031296
Last Filing Date: 2025-12-02 09:19:25
Website: 0