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Insight, Corp.

Insight, Corp.. CRD 311445

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CRD: 311445

Insight, Corp.

Boulder, CO, 80303
7033146538
investmentwithinsight.com
$99.0M Total AUM
$88.7M Disc. AUM
-- 3Y CAGR
3 Employees
116 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Meridian vitalAlpha +more
Established Date
01-12-2021
Office Locations
1

Office Locations

4450 Arapahoe AVE Office 110 Boulder CO

About Insight, Corp.

InSight Financial Planners is a Boulder, CO RIA delivering client-centric financial planning and coaching through its proprietary InSight-Full® planning process, backed by a rigorous fiduciary framework. The team emphasizes CFP®-led, holistic guidance across investments, taxes, retirement, estate, and risk management. Portfolios are largely implemented with ETFs alongside fixed income, and the firm custodies with Charles Schwab.

Team overview

39 AVG AGE
$33.0M AVG AUM / ADVISOR
$853.1K AVG AUM / CLIENT
3.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Ridge frontier Fusion ridge Oak momentum

Client Personas

Matrix Zenith signal

CRM

Peak foundation

Custodian

Alpha wave Radial optima Peak Focus vertex Peak Atlas Pioneer Quantum Atlas zenith Atlas

Fund Managers

Insight

Investment Themes

Matrix prime Glacier Quantum capital

Investment Vehicles

Capital glacier Catalyst Signal

Platform

Ridge signal

Services

Horizon signal Optima Focus Unison ridge Vector element Ridge Catalyst value Meridian Frontier Zenith Foundation North harbor North

Technology

Alpha unison Signal zenith Foundation Prime atlas

Owner & Executives

PETER CLARK LOCKE

PETER CLARK LOCKE

Managing Partner, Partner

CRD
#5884665
Ownership
25% but less than 50%
(396) 592-3232
harbor.glacier@embercapital.com
in linkedin.com/in/ridge-focus
KEVIN THOMAS TAYLOR

KEVIN THOMAS TAYLOR

Certified Financial Planner, Managing Partner

CRD
#6369647
Ownership
25% but less than 50%
(530) 518-1045
beacon.matrix@vectorcapital.com
in linkedin.com/in/pathway-radial
H

Harbor legacy

Crest capital

CRD
#22357
Ownership
25.2%
(490) 584-8873
value.capital@vertexcapital.com
in linkedin.com/in/pathway-optima

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $88,706,777 --
Non-Discretionary $10,253,235 --
Total $98,960,012 --

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Separately Managed Accounts

Total SMA Asset: $98,960,012

$99.0M Total SMA
Equity - Exchange:
23.9%
Corporate - Investment Grade:
24.1%
U.S. Government/Agency:
31.5%
Cash:
14.1%
Derivatives:
6.4%
Asset class Assets Assets %
Equity - Exchange $655,844,818 23.9%
Corporate - Investment Grade $661,333,060 24.1%
U.S. Government/Agency $864,397,982 31.5%
Cash $386,921,002 14.1%
Derivatives $175,623,717 6.4%
Total $2,744,120,579 100.0%

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