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David Robert Rice

INSIGHT CAPITAL MANAGEMENT, LLC·SAN RAMON, California
Clean recordINSIGHT CAPITAL MANAGEMENT, LLC
2001 CROW CANYON ROAD, SAN RAMON, CA 94583CRD# 1233413Firm CRD# 176530

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Robert Rice · SAN RAMON, CA
Registration
CRD #1233413 · INSIGHT CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Robert Rice is a registered financial advisor based in SAN RAMON, California, affiliated with INSIGHT CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
INSIGHT CAPITAL MANAGEMENT, LLC
INSIGHT CAPITAL MANAGEMENT, LLC
AUM
$205M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at INSIGHT CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1233413
Firm CRD# 176530
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Robert Rice offer?
David Robert Rice specializes in Financial Planning, Investment Management. Contact their office in SAN RAMON, California for a consultation.
What are David Robert Rice's credentials?
David Robert Rice is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Robert Rice located?
David Robert Rice is based in SAN RAMON, California, working with INSIGHT CAPITAL MANAGEMENT, LLC. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.
How does David Robert Rice charge for services?
David Robert Rice's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INSIGHT CAPITAL MANAGEMENT, LLC?
INSIGHT CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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