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INSIGHT CAPITAL RESEARCH & MANAGEMENT INC
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC
WALNUT CREEK, California
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5 registered advisors
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CRD# 105570
SEC# 801-34586
925-948-2000
01
Firm Overview
AUM
$205M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at INSIGHT CAPITAL RESEARCH & MANAGEMENT INC
5 registered advisors
James Odell Collins
WALNUT CREEK, California
CRD# 2236314
Leslie C Trautwein
WALNUT CREEK, California
CRD# 5644878
Nam Hoai Le
WALNUT CREEK, California
CRD# 5907821
Philip Thomas Hamilton
WALNUT CREEK, California
CRD# 2826524
Victor Trautwein
WALNUT CREEK, California
CRD# 4346422
05
Office Locations
WALNUT CREEK, California
5 advisors
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Data sourced from SEC Form ADV filings. INSIGHT CAPITAL RESEARCH & MANAGEMENT INC (CRD# 105570) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.