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INSIGHT CAPITAL MANAGEMENT

Tel: 925-362-9571
2001 Crow Canyon Road
Suite 150
San Ramon, California  94583

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INSIGHT CAPITAL MANAGEMENT

INSIGHT CAPITAL MANAGEMENT is a San Ramon, California based financial advisory firm with nearly $281,600,000 in assets under management and provides investment advisory services for 780 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

314558

SEC#:

801-121420

No. of Clients:

780

Assets under Management

$281,600,000

No. of Advisors:

5

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