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Nam Hoai Le

INSIGHT CAPITAL RESEARCH & MANAGEMENT INC·WALNUT CREEK, California
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2121 NORTH CALIFORNIA BLVD, WALNUT CREEK, CA 94596CRD# 5907821Firm CRD# 105570
01

About

Nam Hoai Le 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
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5907821
Firm CRD# 105570
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nam Hoai Le offer?
Nam Hoai Le specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WALNUT CREEK, California for a consultation.
What are Nam Hoai Le's credentials?
Nam Hoai Le is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nam Hoai Le located?
Nam Hoai Le 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 Nam Hoai Le charge for services?
Nam Hoai Le'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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