INSIGHT INVESTMENT COUNSEL
Firm details
- Headquarters
- EL SEGUNDO, California
- CRD number
- 172511
- Registered since
- June 21, 2021
- Website
- insightinv.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.82%
- Individuals5.18%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Insight Investment Counsel is a limited liability company that provides portfolio management primarily for individuals, families and small businesses. The firm registered with the SEC in 2021, is owned by an individual, and charges clients on a percentage-of-assets-under-management basis. Its practice is focused on discretionary portfolio management (it holds $242.0M in discretionary assets) rather than pension consulting or serving as a multi-state or related adviser. Insight is not flagged as an active ESG investor and is not a capital allocator, indicating it relies on externally managed vehicles rather than operating proprietary investment funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- State & Local Bonds16%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Contacts
2 of 2JOANNE NISHIYAMA
Vice PresidentCRD 3157715
RUSSELL KARTUB
PresidentCRD 2555420
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$46.2M in ETFs
71%
$32.8M
28%
$13.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY) | First Trust | Passive | Large Value | $5.9M | 85,879 | 12.68% |
Location
EL SEGUNDO, CA
LOS ANGELES
Location
EL SEGUNDO, CA
Headquartered in EL SEGUNDO, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 330 Illinois St
- Time zone
- PT (UTC-8)
- Office locations
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