CRD: 288585
Insight Personal Finance
$5.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
70 ADV. Clients
9 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-30-2017
- Office Locations
- 1
Office Locations
-- SAN Francisco CA
About Insight Personal Finance
Insight Personal Finance is a San Francisco–based RIA offering climate-conscious financial planning and portfolio guidance, helping individuals and families align investments and real estate decisions with current climate science and economic data. Focus includes sustainable/impact investing and climate-resilient real estate risk management. Featured in outlets such as CNBC and Nasdaq.
Team overview
50 AVG AGE
$5.9M AVG AUM / ADVISOR
$84.1K AVG AUM / CLIENT
9.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Christina Empedocles
Chief Compliance Officer, FOUNDER
- CRD
- #6799821
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,888,088 | -- |
| Total | $5,888,088 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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