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INSIGHT INVESTMENT SOLUTIONS
INSIGHT INVESTMENT SOLUTIONS, LLC
CRD 165889
2191 MONROE ST., EUGENE, OR, 97405, United States
Phone
541-255-6404
Fax
541-255-6404
Registration
— (—)
Source
State registered
Total AUM
$35.2M
Discretionary AUM
$35.2M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $18.9M |
| High net worth individuals | 5 | $16.3M |
All web addresses on file
Official SEC filing: View on IAPD