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Investment Insight Wealth Management, LLC
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Overview Share
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, nan
$71.2 million AUM
1 office

Investment Insight Wealth Management, LLC is based in , nan and has $71.2 million in assets under management.

Location

, nan
$71.2 million
AUM
2
Employees
AUM Share
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$71,236,955
Assets under management
279 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 259 $23,622,061 33% $91,205
High net worth individuals 16 $35,786,403 50% $2,236,650
Pension and profit sharing plans 4 $11,828,491 17% $2,957,123
Employees Share
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2
Employees
1
Investment analysts
50% of total employees
AUM per employee Share
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$71,236,955
Assets under management
$35,618,478
AUM per employee
$71,236,955
AUM per investment analyst
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Compensation

Investment Insight Wealth Management, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Investment Insight Wealth Management, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Firm data Share
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CRD number 130,070
SEC number 801-68932
Legal structure Limited Liability Company
Legal governance New York, United States
Latest ADV filing date April 08, 2020

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