INSIGHTS INVESTMENTS LLC
Legal name: INSIGHTS INVESTMENTS
CRD #309727 SEC #801-119340 PALO ALTO, CA 6504850277
SEC Registered
Total AUM
$22.9M
Discretionary
$0
Employees
1
Clients
--
Accounts
25,734
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $22.9M | $0 | $22.9M | 1 | 0 |
| Mar 2024 | $19.5M | $0 | $19.5M | 1 | 0 |
| Mar 2023 | $12.9M | $0 | $12.9M | 1 | 0 |
| Aug 2022 | $6.7M | $6.6M | $165.4K | 1 | 0 |
| Mar 2022 | $6.7M | $6.6M | $165.4K | 1 | 0 |
| Mar 2021 | $6M | $6M | $0 | 1 | 0 |
| Jul 2020 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$22.9M
Discretionary$0
Non-Disc.$22.9M
Employees1
Clients0
DateMar 2024
Total AUM$19.5M
Discretionary$0
Non-Disc.$19.5M
Employees1
Clients0
DateMar 2023
Total AUM$12.9M
Discretionary$0
Non-Disc.$12.9M
Employees1
Clients0
DateAug 2022
Total AUM$6.7M
Discretionary$6.6M
Non-Disc.$165.4K
Employees1
Clients0
DateMar 2022
Total AUM$6.7M
Discretionary$6.6M
Non-Disc.$165.4K
Employees1
Clients0
DateMar 2021
Total AUM$6M
Discretionary$6M
Non-Disc.$0
Employees1
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0