GLOBAL INSIGHT ADVISORS

GLOBAL INSIGHT ADVISORS is an SEC-registered investment adviser (CRD 340650). Regulatory assets under management: $35.8M.

Registration

• CRD: 340650
• Type: Registered investment adviser
• Phone: 415-336-1159
• Latest filing: 2026-06-18
• Regulatory AUM: $35.8M
• Discretionary AUM: $22.8M
• Non-discretionary AUM: $13.0M
• Clients: 4
• Accounts: 117

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340650 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search