Iniciar sesión Regístrese gratis

Insight Onsite Strategic Management LLC (Las Vegas)


Insight Onsite Strategic Management LLC is a large advisory firm based in Las Vegas. It manages $113.54 million of regulatory assets for 330 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Massachusetts and Nevada.

Logo



Insight Onsite Strategic Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services, and estate planning,compensation planning & income tax planning, insurance planning. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Insight Onsite Strategic Management: assets under management

The assets under management (AUM) of Insight Onsite Strategic Management LLC is $113.54 million. The firm's AUM has grown by 45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $87.25 million in discretionary accounts and $26.29 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $387.79 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $250.37 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Insight Onsite Strategic Management LLC for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Llc Financial Family Holdings Llc 1 Nov 2008 75% - 100% 86-1049634

Based in Las Vegas

The principal office where Insight Onsite Strategic Management LLC performs its advisory services is located at 10916 Summer Quail Ave, Las Vegas, NV 89144 1457, which is also the mailing address of the firm. An additional office of the firm is in Wilmington, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 702-242-2446 or by fax 702-309-2447. The normal business hours are 9:00am-5:00pm pacific time on Monday - Friday. You can find more information about the New York firm at www.insightonsite.net.


Registered investment advisers similar to Insight Onsite Strategic Management LLC