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Chad Gene Seegers

INSIGHT WEALTH STRATEGIES, LLC·SAN RAMON, California
Unclaimed Profile
2603 CAMINO RAMON, SAN RAMON, CA 94583CRD# 4988340Firm CRD# 293644
01

About

Chad Gene Seegers is a registered financial advisor based in SAN RAMON, California, affiliated with INSIGHT WEALTH STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
INSIGHT WEALTH STRATEGIES, LLC
INSIGHT WEALTH STRATEGIES, LLC
AUM
$852M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at INSIGHT WEALTH STRATEGIES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4988340
Firm CRD# 293644
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Chad Gene Seegers offer?
Chad Gene Seegers specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN RAMON, California for a consultation.
What are Chad Gene Seegers's credentials?
Chad Gene Seegers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad Gene Seegers located?
Chad Gene Seegers is based in SAN RAMON, California, working with INSIGHT WEALTH STRATEGIES, LLC. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.
How does Chad Gene Seegers charge for services?
Chad Gene Seegers's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INSIGHT WEALTH STRATEGIES, LLC?
INSIGHT WEALTH STRATEGIES, LLC has approximately 13 employees and manages $852M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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