Insight Wealth Partners LLC


Assets, Funds, Holdings

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Insight Wealth Partners LLC
CRD #153635
SEC #801-71491
CIK #1627003
AUM $331.8 MM (100% Disc, 100% US)
Employees9 (100% Investors, 0% Brokers)
Address3333 Premier Drive
Plano, TX 75023
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
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MA 0.3
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GA 0.3
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WA 0.3
TCP Global Investment Management LLC
PA 0.3
Fiduciary Capital Advisors Inc
NJ 0.3
Resource Planning Group Ltd
GA 0.3
Marshwinds Advisory Company
GA 0.3
Garrison Asset Management LLC
AR 0.3
Merchant Bankers Asociados SA
Dorian Eason Asset Management LLC
TN 0.3
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