Insymphony Private Capital, LLC is a large advisory firm based in Phoenix. It manages $31.44 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Arizona and California.
Insymphony Private Capital provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Insymphony Private Capital, LLC is $31.44 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 26% 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 Insymphony Private Capital, LLC for their services and products based on a percentage of assets under management 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.
Michael Edwin Napoliello has been acting as President since 1 Dec 2002. Rose Victoria Horton joined the executive team most recently as the Chief Compliance Officer.
The principal office where Insymphony Private Capital, LLC performs its advisory services is located at 2525 East Camelback Road, Phoenix, AZ 85016, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 602-381-0177 or by fax 602-381-0260. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.