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INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$146.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 146.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 130070 |
| SEC Number | 801-68932 |
| Phone | 516-249-0060 |
| Fax | 516-249-0055 |
| Total Employees | 3 |
Client Count by Type (143 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 118 |
| High Net Worth Individual… | 25 |
County data not available for this organization.