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Dan Danzig

INSIGHT 2811 INC·TROY, Michigan
Series 65Clean record13 years registeredINSIGHT 2811 INC
755 W. BIG BEAVER ROAD, TROY, MI 48084CRD# 6118579Firm CRD# 109784

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dan Danzig · TROY, MI
Registration
CRD #6118579 · INSIGHT 2811 INC · 13 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: INSIGHT 2811 INC
Oct 2012Mar 2017
CHICAGO, IL
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 4, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INSIGHT 2811 INC
CRD 109784 · SEC 801-54428
AUM
$314M
Regulatory assets under management
Employees
9
890 client accounts
Services offered by INSIGHT 2811 INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Dan Danzig offer?
Dan Danzig specializes in Financial Planning, Investment Management, Wealth Management.
What are Dan Danzig's credentials?
Dan Danzig is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dan Danzig located?
Dan Danzig is based in TROY, Michigan, last registered with INSIGHT 2811 INC.
How does Dan Danzig charge for services?
Dan Danzig'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 2811 INC?
INSIGHT 2811 INC has approximately 9 employees and manages $314M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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