$45.8M Total AUM
$0 Disc. AUM
54.2% 3Y CAGR
1 Employees
33,896 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Alpaca · Interactive Brokers · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2020
- Office Locations
- 1
Office Locations
3101 Park Blvd Palo Alto CA
About Insights Investments
Insights Investments runs the Insights App, a mobile platform that lets clients open a USD-denominated personal account and invest in U.S. and global markets using AI/ML-driven insights and portfolio rebalancing. The site cites SEC, FINRA and SIPC, and notes a Colombia representative office authorized and regulated by the SFC. Investing is positioned around ETF-based asset allocation; custody partners include Interactive Brokers.
Team overview
-- AVG AGE
$45.8M AVG AUM / ADVISOR
$1.3K AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
6yrs Firm Age
Insights
Open the full profile to inspect shifts in matrix matrix.
Unlock to compare peer behavior around value vital.
Premium access reveals conviction themes in crest legacy.
See the complete signal summary connected to signal.
Unlock to compare peer behavior around north vertex.
Request access to benchmark trends tied to horizon.
Request access to benchmark trends tied to horizon.
Full visibility includes strategy notes for prime bridge unison.
CRM
Catalyst insight
Custodian
Summit Summit vertex Alpha optima Pathway Radial
Fund Managers
Zenith summit Meridian legacy
Investment Themes
Prime Ridge Quantum eagle
Investment Vehicles
Insight vital Foundation
Platform
Quantum fusion
Owner & Executives
A
ANDRES JOSE VILLAQUIRAN
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(755) 342-4609
pioneer.momentum@focuscapital.com
in linkedin.com/in/crest-prime
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
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $45,754,019 | $1,350 |
| Total | $45,754,019 | $1,350 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $45,754,019
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,452,656,913 | 100.0% |
| Total | $6,452,656,913 | 100.0% |