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Insight Inv LLC (El Segundo)


Insight Inv LLC is an adviser based in El Segundo. It manages $35.67 million of regulatory assets for 51 client accounts. It has been registered with the SEC as an adviser since 2014.

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Insight Inv provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Insight Inv: assets under management

The assets under management (AUM) of Insight Inv LLC is $35.67 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $35.67 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $699.43 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Insight Inv LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in El Segundo

The principal office where Insight Inv LLC performs its advisory services is located at 330 Illinois Street, El Segundo, CA 90245, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-426-6322 or by fax 310-426-6319. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at insightinv.com.


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