Donald
Mccormick

Insight Wealth Strategies, Lp

CRD#5332551
Investment Advisor
in Irvine, CA

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About this Advisor

Donald Mccormick is a financial advisor working out of Irvine, California, with 7 years of relevant experience. Mccormick currently works for Insight Wealth Strategies, Lp. Their career trajectory has included roles at Insight Advisors, Inc and Insight Wealth Strategies, Lp. Mccormick maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in California and Texas. Insight Wealth Strategies, Lp is a financial advisory business based out of Irvine, CA. It oversees $97 million in assets under management between its 235 accounts, placing it among the smaller investment advisory firms in the United States by assets under management. Of its 235 client accounts, 72% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The firm provides a set of services, including portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically depend on the financial services. Fees billed by Insight Wealth Strategies, Lp typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

100 Pacifica Suite 360
Irvine, CA 92618

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Insight Wealth Strategies, Lp Brokerage Details

Total Assets Under Management

$97,243,000

CA Average: $7,578,581,321
Total Number of Employees

2

CA Average: 43
Total Number of Accounts

235

CA Average: 3,727
Average Account Size

$413,800

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Donald Mccormick Work History

Donald has been registered as a financial advisor for 7 years.*

2009 - Present (15 years)

Insight Wealth Strategies, Lp

1993 - Present (31 years)

Insight Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Donald Mccormick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Insight Wealth Strategies, Lp

Anthony Luppi
Irvine, CA
Donald Mccormick
Irvine, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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