Insight 2811 is an investment advisor in Chicago with $267.93 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
383345160
SEC advisor number
801-54428
FINRA CRD number
109784
AUM ?
$267.93 mm
(as of 13 Jun 23)
Accounts
800
(as of 13 Jun 23)
Employees
8
(7 investment advisory or research)
Address
Insight 2811
141 W JACKSON BLVD
STE 3636
CHICAGO
IL 60604
141 W JACKSON BLVD
STE 3636
CHICAGO
IL 60604
Office hours
Monday - Friday, 9:00 AM TO 5:00 PM
Phone
312-429-0880
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Keen, Jeffrey, Richardson | Director, President, Chief Compliance Officer | 12/2012 | 25-50% |
| Lafontaine, Michael, James | Director, Treasurer | 12/2012 | 25-50% |
| Recker, Christopher, Allen | Director, Chief Investment Officer, Secretary | 08/2016 | 25-50% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Aug 24
13F-HR
Quarterly holdings report by institutional manager
6 May 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22