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James Odell Collins

INSIGHT CAPITAL RESEARCH & MANAGEMENT INC·WALNUT CREEK, California
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201 NORTH CIVIC DRIVE, WALNUT CREEK, CA 94596CRD# 2236314Firm CRD# 105570
01

About

James Odell Collins is a registered financial advisor based in WALNUT CREEK, California, affiliated with INSIGHT CAPITAL RESEARCH & MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC
AUM
$205M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at INSIGHT CAPITAL RESEARCH & MANAGEMENT INC →
Services
Portfolio management (individuals)
Selection of other advisers
Other
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2236314
Firm CRD# 105570
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Odell Collins offer?
James Odell Collins specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WALNUT CREEK, California for a consultation.
What are James Odell Collins's credentials?
James Odell Collins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Odell Collins located?
James Odell Collins is based in WALNUT CREEK, California, working with INSIGHT CAPITAL RESEARCH & MANAGEMENT INC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.
How does James Odell Collins charge for services?
James Odell Collins's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INSIGHT CAPITAL RESEARCH & MANAGEMENT INC?
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC has approximately 7 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WALNUT CREEK
John David Schaeffer — HAHN CAPITAL MANAGEMENT, LLCPaul Owens Javier — HAHN CAPITAL MANAGEMENT, LLCMichael Arthur Whitfield — HAHN CAPITAL MANAGEMENT, LLCDavid Matthew Allen — ACCUVEST GLOBAL ADVISORSChristopher Stephen Hughes — BURTON ENRIGHT WELCH
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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