| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Dean McCormick Control | Principal & Chief Compliance Officer | Under 5% | 2009 |
| Insight Advisors, Inc. Control | General Partner | Under 5% | 2009 |
| Insight Advisors, Inc. Control | Limited Partner | Over 75% | 2009 |
Insight Wealth Strategies, LP reports $109.2 million in regulatory assets under management on its Form ADV.
Insight Wealth Strategies, LP reports 2 employees.
Insight Wealth Strategies, LP is based in Irvine, CA.
Insight Wealth Strategies, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 Pacifica, Suite 360, Irvine, CA 92618 |
| Office hours | 9a.m. - 5p.m. |
| Discloses disciplinary history | No |
| Discretionary | $109.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $109.2M |