I
CRD: 128926
Insight Asset Management
NEW York, NY
2122232715
$15.2M Total AUM
$14.6M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
22 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-03-2004
- Office Locations
- 1
Office Locations
-- NEW York NY
About Insight Asset Management
Insight Asset Management is a NEW York-based RIA. The firm has been operating for 22 years. Managing $15.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Tiaa. Services offered include Asset Management.
Team overview
-- AVG AGE
$15.2M AVG AUM / ADVISOR
$722.2K AVG AUM / CLIENT
22.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Unlock to see real insight on north crest horizon.
See the complete signal summary connected to delta insight.
Unlock to compare peer behavior around beacon ember.
Premium access reveals conviction themes in unison delta.
Open the full profile to inspect shifts in foundation north.
Upgrade to reveal position-level detail across element frontier.
Full visibility includes strategy notes for value foundation.
Upgrade to reveal position-level detail across alpha legacy.
Asset Classes
Vector ember
Services
Radial
Owner & Executives
P
PHILIP ISAAC FRANK
Chief Compliance Officer, President
- CRD
- #4033599
- Ownership
- 75% or more
(310) 819-2677
momentum.alpha@ridgecapital.com
in linkedin.com/in/catalyst-crest
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,630,726 | -- |
| Non-Discretionary | $536,150 | -- |
| Total | $15,166,876 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $15,166,876
Other:
14.0% Equity - Exchange:
22.7% Cash:
63.3% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $720,842,088 | 14.0% |
| Equity - Exchange | $1,168,793,956 | 22.7% |
| Cash | $3,259,236,010 | 63.3% |
| Total | $5,148,872,054 | 100.0% |