G
$35.8M Total AUM
$22.8M Disc. AUM
-- 3Y CAGR
4 Employees
46 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Citibank · Interactive Brokers · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-23-2026
- Office Locations
- 1
Office Locations
-- SAN Francisco CA
About Global Insight Advisors
Global Insight Advisors is a SAN Francisco-based RIA. The firm has been operating for 0 years. Managing $35.8M in total assets under management, with 3 advisory representatives. They custody assets with Citibank and Interactive Brokers. Services offered include Financial Planning.
Team overview
-- AVG AGE
$11.9M AVG AUM / ADVISOR
$778.3K AVG AUM / CLIENT
0.2 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Zenith Alpha zenith Glacier
Services
Eagle
Owner & Executives
JOSH LEE SCHEIN
Chief Executive Officer
- CRD
- #2487234
- Ownership
- 75% or more
(777) 313-8676
pioneer.ridge@alphacapital.com
in linkedin.com/in/quantum-fusion
Showing 1 of 1 owners & executives
Unlock allContacts
G
Giani Ranjani Kurniawan
--
- CRD
- #7795232
(702) 314-6240
insight.oak@northcapital.com
in linkedin.com/in/prime-quantum
V
Valerija Martinovic
--
- CRD
- #7626254
(580) 788-2427
vector.beacon@atlascapital.com
in linkedin.com/in/catalyst-delta
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,800,000 | -- |
| Non-Discretionary | $13,000,000 | -- |
| Total | $35,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,800,000
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $2,645,979,758 | 100.0% |
| Total | $2,645,979,758 | 100.0% |