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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Jan. 7, 2016
    • $83.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 184
      Accounts
    • $452.4K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

Firm Client types

Advisors

Current Advisors

# of advisors

3

name start date
Anthony Joseph Pontes
July 2007
David Robert Rice
July 2007
Aldo John Barbaglia
August 2013
    There are no advisors from this firm to display at this time.

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Insight Capital Management, LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      David Robert Rice Vice President, Secretary December, 1995 50% to 75%
      Anthony Joseph Jr Pontes President December, 1995 50% to 75%
      David Robert Rice Chief Compliance Officer February, 2008 50% to 75%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Commissions