Insight Investment Counsel
Firm details
- Headquarters
- El Segundo, California
- CRD number
- 172511
- Registered since
- June 21, 2021
- Website
- insightinv.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.82%
- Individuals5.18%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Insight Investment Counsel is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm is owned by an individual and focuses on portfolio management for individuals and small businesses, charging advisory fees as a percentage of assets under management. Insight reports that it does not serve as a capital allocator, does not identify as an active ESG investor, and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- State & Local Bonds16%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$51.2M in ETFs
71%
$36.4M
28%
$14.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY) | First Trust | Passive | Large Value | $6.8M | 87,127 | 13.33% |
Location
El Segundo, CA
Los Angeles
Location
El Segundo, CA
Headquartered in El Segundo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 330 Illinois St
- Time zone
- PT (UTC-8)
- Office locations
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