Insight Capital Research & Management Inc (Walnut Creek)

Name: Insight Capital Research & Management Inc
Address: 201 North Civic Drive, Walnut Creek, CA, 94596
Telephone: 925-948-2000

Insight Capital Research & Management Inc is a large advisory firm based in Walnut Creek. It manages $205.43 million of regulatory assets for 255 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 37 other states.

Insight Capital Research & Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and wrap fee programs. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Insight Capital Research & Management: assets under management

The assets under management (AUM) of Insight Capital Research & Management Inc is $205.43 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $205.43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $805.61 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Insight Capital Research & Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Insight Capital Research & Management Inc

Victor Trautwein has been acting as President since 1 Nov 1996. Patricia M Giadone joined the executive team most recently as the Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Odell Collins	Chairman & ceo	1 Feb 1988	75% - 100%	2236314
Lisa Klein Miller	Coo	1 Feb 1988	Other	2552055
James Odell Collins	Chairman & ceo	1 Jun 1988	75% - 100%	2236314
Lisa Klein Miller	Coo	1 Jun 1988	Other	2552055
Victor Trautwein	Director	1 Nov 1996	Other	4346422
James Odell Collins	Chairman, ceo and cco, trustee	1 Feb 1998	75% - 100%	2236314
Charles Spartaco Gehring	Vice president	1 Aug 1999	Other	2552056
Lisa Klein Miller	Cco	1 Jul 2004	Other	2552055
Philip Thomas Hamilton	Managing director	1 Oct 2004	Other	2826524
Frances Chiu	Chief compliance officer	1 May 2008	Other	5248204
Leslie C Trautwein	Director	1 Jun 2008	Other	5644878
James Edward Foran	Chief compliance officer	1 Mar 2009	Other	2802745
Nam Hoai Le	Chief compliance officer	1 Nov 2010	Other	5907821
Patricia M Giadone	Cco	1 Feb 2015	Other	2283173

Based in Walnut Creek

The principal office where Insight Capital Research & Management Inc performs its advisory services is located at 201 North Civic Drive, Walnut Creek, CA 94596, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-948-2000 or by fax 925-274-5005. The normal business hours are 6:30 a.m. to 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at icrm.com.