|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Dustin Blodgett Insight Capital LLC
✚
|
|
|---|---|
| CRD # | 314558 |
| SEC # | 801-121420 |
| CIK # | |
| AUM | $325.4 M (2025-07-10) |
| Employees | 5 (60% Investors, 20% Brokers) |
| Phone | 925-362-9571 |
| Address | 1390 Willow Pass Road Concord, CA 94520 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 231 | 87.6 |
| (b) Individuals (high net worth individuals) | 143 | 237.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 920 | 325.4 |
| By Discretionary | ||
| Discretionary | 920 | 325.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 920 | 325.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 325.4 | |
| Total | 920 | 325.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Better Money Decisions LLC
✚
|
NM | 0.3 |
|
Legacy Bridge LLC
✚
|
IA | 0.3 |
|
Goepper Burkhardt LLC
✚
|
SC | 0.3 |
|
Southwest Investment Advisors Inc
✚
|
AZ | 0.3 |
|
Bluestem Financial Advisors LLC
✚
|
IL | 0.3 |
|
Strategic Planning Inc
✚
|
OH | 0.3 |
|
Financial Service Group Inc
✚
|
WI | 0.3 |
|
Houlihan Financial Resource Group Ltd
✚
|
VA | 0.3 |
|
Perennial Advisors Group LLC
✚
|
MA | 0.3 |
|
Leeward Financial Partners LLC
✚
|
0.3 |