INSIGNIA CAPITAL GROUP, L.P.

WALNUT CREEK, California·7 registered advisors·CRD# 169772
SEC# 801-881860(925) 399-8900
01

Firm Overview

AUM
$883M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at INSIGNIA CAPITAL GROUP, L.P.

7 registered advisors
Anthony Lee Broglio
WALNUT CREEK, California
Carl Mattias Skjorshammer
WALNUT CREEK, California
David Lewis Lowe
WALNUT CREEK, California
Jeremy Alan Thatcher
WALNUT CREEK, California
Melvyn Ernest Deane
WALNUT CREEK, California
Pradyut Mahendrakumar Shah
WALNUT CREEK, California
Tiffany Lynne Obenchain
WALNUT CREEK, California
05

Office Locations

WALNUT CREEK, California
7 advisors

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Data sourced from SEC Form ADV filings. INSIGNIA CAPITAL GROUP, L.P. (CRD# 169772) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.