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Insights Investments

Flat / fixed fees in Palo Alto, CA

SEC registeredNo commissions reported

Call (650) 485-0277Send a messageMap ↗

Public-record details

Address
3101 Park Blvd, Palo Alto, CA 94306
Phone
(650) 485-0277
Listed under
Flat / fixed fees, % of assets managed
Legal name
Insights Investments LLC
CRD number
309727
Registration
SEC registered since 2020-08-25
Compensation (Form ADV 5.E)
Percentage of assets under management; Subscription fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$45.8 million
Accounts managed
33,896
Clients reported (Form ADV 5.D)
33,896
Individual / high-net-worth clients
33,896 / 0
Employees
1
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-11

SEC registered investment adviser, CRD 309727, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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