Capital Insight Partners is an investment advisor in Scottsdale with $601.13 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-69421
FINRA CRD number
147165
AUM ?
$736.96 mm
(as of 2 Apr 24)
Accounts
971
(as of 2 Apr 24)
Employees
11
(8 investment advisory or research)
Address
Capital Insight Partners
7328 E. DEER VALLEY RD.
STE 105
SCOTTSDALE
AZ 85255
7328 E. DEER VALLEY RD.
STE 105
SCOTTSDALE
AZ 85255
Phone
480-295-7070
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22