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INSIGHT 2811 INC
INSIGHT 2811 INC
AZA CAPITAL MANAGEMENT
CHICAGO, Illinois
·
11 registered advisors
·
CRD# 109784
SEC# 801-54428
1
312-429-0880
01
Firm Overview
AUM
$314M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
11
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at INSIGHT 2811 INC
11 registered advisors
Bruce A. Margulis
TROY, Michigan
CRD# 4517989
Christopher Allen Recker
CHICAGO, Illinois
CRD# 4589014
Dan Danzig
TROY, Michigan
CRD# 6118579
Frederick S. Rosenau
TROY, Michigan
CRD# 4517992
Harold Franklin Rossen
TROY, Michigan
CRD# 405311
Jeffrey Richardson Keen
CHICAGO, Illinois
CRD# 5719741
Joseph Anthony Nathan
TROY, Michigan
CRD# 4993897
Michael James Lafontaine
CHICAGO, Illinois
CRD# 5142908
R. Ralph Margulis
TROY, Michigan
CRD# 4371853
Tarek Mustapha Abouljoud
TROY, Michigan
CRD# 2457530
William Kevin Jenkins
TROY, Michigan
CRD# 1393894
05
Office Locations
TROY, Michigan
8 advisors
CHICAGO, Illinois
3 advisors
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Data sourced from SEC Form ADV filings. INSIGHT 2811 INC (CRD# 109784) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.