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INSIGHT, CORP.
CRD 311445
4450 ARAPAHOE AVE, OFFICE 110, BOULDER, CO, 80303, United States
Phone
703-314-6538
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$99.0M
Discretionary AUM
$88.7M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Subscription fees; Fixed fees
Org form
Corporation
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 88 | $52.8M |
| High net worth individuals | 27 | $46.2M |
| Corporations/business entities | 1 | — |
All web addresses on file
Official SEC filing: View on IAPD