KOBREN INSIGHT MANAGEMENT INC
CRD #106473 SEC #801-30125 WELLESLEY HILLS, MA 617-369-2100
SEC Registered
Total AUM
$911.8M
Discretionary
$911.8M
Employees
--
Clients
0
Accounts
1,500
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 9, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOCK, CYNTHIA, CRAMER | I | SECRETARY | NA | |
| BOCK, CYNTHIA, CRAMER | I | SECRETARY | NA | |
| BOCK, CYNTHIA, CRAMER | I | SECRETARY | NA | |
| BOCK, CYNTHIA, CRAMER | I | SECRETARY | NA | |
| BOCK, CYNTHIA, CRAMER | I | SECRETARY | NA | |
| CABALLERO, DILIA, MARIA | I | SECRETARY | NA | Control |
| CABALLERO, DILIA, MARIA | I | SECRETARY | NA | Control |
| CURCIO, MICHAEL, JOHN | I | DIRECTOR | NA | Control |
| CURCIO, MICHAEL, JOHN | I | DIRECTOR | NA | Control |
| CURCIO, MICHAEL, JOHN | I | DIRECTOR / CEO | NA | Control |
| CURCIO, MICHAEL, JOHN | I | DIRECTOR | NA | Control |
| CURCIO, MICHAEL, JOHN | I | DIRECTOR | NA | Control |
| CURCIO, MICHAEL, JOHN | I | DIRECTOR | NA | Control |
| CURCIO, MICHAEL, JOHN | I | DIRECTOR | NA | Control |
| FOSTER, JONATHAN, RICE | I | DIRECTOR | NA | Control |
| FOSTER, JONATHAN, RICE | I | DIRECTOR | NA | Control |
| FOSTER, JONATHAN, RICE | I | DIRECTOR | NA | Control |
| FOSTER, JONATHAN, RICE | I | DIRECTOR | NA | Control |
| GODES, ERIC, JAMES | I | VICE PRESIDENT | NA | Control |
| GODES, ERIC, JAMES | I | COO | NA | Control |
| GODES, ERIC, JAMES | I | PRESIDENT / COO | NA | Control |
| GODES, ERIC, JAMES | I | MANAGING DIRECTOR | NA | |
| GODES, ERIC, JAMES | I | MANAGING DIRECTOR | NA | |
| GODES, ERIC, JAMES | I | COO | NA | Control |
| GODES, ERIC, JAMES | I | COO | NA | Control |
| GODES, ERIC, JAMES | I | VICE PRESIDENT | NA | Control |
| GODES, ERIC, JAMES | I | MANAGING DIRECTOR | NA | |
| GODES, ERIC, JAMES | I | COO | NA | Control |
| GODES, ERIC, JAMES | I | MANAGING DIRECTOR | NA | |
| GODES, ERIC, JAMES | I | MANAGING DIRECTOR | NA | |
| KAMEDA, ROBIN, GEN WAI KIRN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KAMEDA, ROBIN, GEN WAI KIRN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KAMEDA, ROBIN, GEN WAI KIRN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KAMEDA, ROBIN, GEN WAI KIRN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIERNAN, KEVIN, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIERNAN, KEVIN, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOBREN, ERIC, MARSHALL | I | PRESIDENT | NA | Control |
| KOBREN, ERIC, MARSHALL | I | PRESIDENT | NA | Control |
| KOBREN, ERIC, MARSHALL | I | PRESIDENT | NA | Control |
| KOBREN, ERIC, MARSHALL | I | PRESIDENT | NA | Control |
| KOBREN, ERIC, MARSHALL | I | PRESIDENT | NA | Control |
| KOBREN, ERIC, MARSHALL | I | PRESIDENT | NA | Control |
| LILIEN, ROBERT, JARRETT | I | DIRECTOR | NA | Control |
| LILIEN, ROBERT, JARRETT | I | DIRECTOR | NA | Control |
| LILIEN, ROBERT, JARRETT | I | DIRECTOR | NA | Control |
| LILIEN, ROBERT, JARRETT | I | DIRECTOR | NA | Control |
| LILIEN, ROBERT, JARRETT | I | DIRECTOR | NA | Control |
| LILIEN, ROBERT, JARRETT | I | DIRECTOR | NA | Control |
| MULRON, SHANE, OSHEA SCOTTY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MULRON, SHANE, OSHEA SCOTTY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MULRON, SHANE, OSHEA SCOTTY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MULRON, SHANE, OSHEA SCOTTY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MULRON, SHANE, OSHEA SCOTTY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MULRON, SHANE, OSHEA SCOTTY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MULRON, SHANE, OSHEA SCOTTY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SUMNER, KRISTAN, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VANNEMAN, JOHN, RUSSEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WULFORST, JAMES, ADAM | I | DIRECTOR | NA | Control |
| E*TRADE FINANCIAL ADVISORY SERVICES, INC | DE | OWNER | E | Control |
| E*TRADE WEALTH MANAGEMENT, INC | DE | OWNER | E | Control |
| E*TRADE WEALTH MANAGEMENT, INC | DE | OWNER | E | Control |
| E*TRADE WEALTH MANAGEMENT, INC | DE | OWNER | E | Control |
| E*TRADE WEALTH MANAGEMENT, INC | DE | OWNER | E | Control |
| E*TRADE WEALTH MANAGEMENT, INC | DE | OWNER | E | Control |
| E*TRADE WEALTH MANAGEMENT, INC | DE | OWNER | E | Control |
| KOBREN, ERIC, MARSHALL | I | PRESIDENT, TREASURER, DIRECTOR | E | Control |
| KOBREN, ERIC, MARSHALL | I | PRESIDENT, TREASURER, DIRECTOR | E | Control |
| KOBREN, ERIC, MARSHALL | I | PRESIDENT, TREASURER, DIRECTOR | E | Control |
| KOBREN, ERIC, MARSHALL | I | PRESIDENT, TREASURER, DIRECTOR | E | Control |
| KOBREN, ERIC, MARSHALL | I | PRESIDENT, TREASURER, DIRECTOR | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| E*TRADE FINANCIAL CORPORATION | DE | E*TRADE FINANCIAL CORPORATION | E | Control |
| E*TRADE FINANCIAL CORPORATION | DE | E*TRADE FINANCIAL CORPORATION | E | Control |
| E*TRADE FINANCIAL CORPORATION | DE | E*TRADE FINANCIAL ADVISORY SERVICES, INC. | E | Control |
| E*TRADE FINANCIAL CORPORATION | DE | E*TRADE FINANCIAL CORPORATION | E | Control |
| E*TRADE FINANCIAL CORPORATION | DE | E*TRADE FINANCIAL CORPORATION | E | Control |
| E*TRADE FINANCIAL CORPORATION | DE | E*TRADE FINANCIAL CORPORATION | E | Control |
| E*TRADE FINANCIAL CORPORATION | DE | E*TRADE FINANCIAL CORPORATION | E | Control |
Registrations
Federal
IA
Nov 9, 2005 REGISTERED
Notice Filings (51)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VT WA WI WV
Address
20 WILLIAM STREET, STE 310WELLESLEY HILLS, MA 2481
USA
Phone: 617-369-2100