INSIGHT CAPITAL MANAGEMENT, LLC

SAN RAMON, California·2 registered advisors·CRD# 176530
SEC# 801-1104640925-362-9571
01

Firm Overview

AUM
$205M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INSIGHT CAPITAL MANAGEMENT, LLC

2 registered advisors
David Robert Rice
SAN RAMON, California
Denise Edie Tracy
SAN RAMON, California
05

Office Locations

SAN RAMON, California
2 advisors

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Data sourced from SEC Form ADV filings. INSIGHT CAPITAL MANAGEMENT, LLC (CRD# 176530) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.