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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 Feb. 1, 2017
    • $95.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 270
      Accounts
    • $352.6K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

Advisors

Current Advisors

# of advisors

0

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 IAR $129,330,515

    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