Capital Insight Partners LLC
Legal Name: CAPITAL INSIGHT PARTNERS, LLC
Full Contact Details
Capital Insight Partners LLC
7328 EAST DEER VALLEY ROAD, SUITE 105, SCOTTSDALE, AZ
480-295-7070
480-275-3106
Other Info
Capital Insight Partners LLC, a limited liability company based in AZ, has six employees, all of whom operate in advisory capacities. While it is unclear how many clients they serve, the firm's SEC status was approved on July 14, 2008.
Capital Insight Partners
Capital Insight Partners provides global wealth management, financial planning and retirement services to private clients, companies and financial professionals.
Direct Owners
-
STEVEN AND KRISTEN NELSON JOINT REVOCABLE TRUST
MANAGING MEMBER owns 75% or more
-
SUSAN CHRISTINE ANASTASIADIS
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
Indirect Owners
-
KRISTEN LEE NELSON
MANAGING MEMBER owns 75% or more
-
STEVEN THOMAS NELSON
MANAGING MEMBER owns 75% or more
Firms Located Nearby
- Capital Wealth Alliance LLC
- Ironwood Investment Counsel LLC
- RESQ Investment Partners LLC
- Ashton Thomas Private Wealth LLC
- Galvin Gaustad & Stein LLC
- United Planners' Financial Services of America A Limited Partner
- Sensible Money LLC
- Balbec Capital Management LP
- ICW Investment Advisors LLC
- Integrated Wealth Management LLC
News
Top Holdings
- MASTERCARD INC $3,485k
- AIA GROUP LTD ORDF $3,171k
- MICROSOFT CORP $3,126k
- Apple Inc $3,036k
- Bank of America Corp. $2,856k
- HONEYWELL INTL INC $2,774k
- WORLDPAY INC $2,771k
- ALPHABET INC $2,682k
- JOHNSON & JOHNSON $2,603k
- Booking Holdings, Inc. $2,578k