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.
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.
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 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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.