Kobren Insight Management Inc (Arlington)

Name: Kobren Insight Management Inc
Address: 671 North Glebe Road, Arlington, VA, 22203
Telephone: 703-236-8403

Kobren Insight Management Inc is an adviser based in Arlington. It manages $916.99 million of regulatory assets for 1,770 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Kobren Insight Management provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kobren Insight Management: assets under management

The assets under management (AUM) of Kobren Insight Management Inc is $916.99 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $916.99 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $518.07 thousand each.

Careers at Kobren Insight Management Inc

Eric Marshall Kobren has been acting as President since 1 Nov 2005. John Russel Vanneman has served as the Chief Investment Officer since 1 Sep 2008. Kristan Lee Sumner joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Eric Marshall Kobren	President, treasurer, director	1 May 1987	75% - 100%	706820
Stephen Wolfe Dunn	Managing director	1 Feb 1996	Other	1281341
Eric James Godes	Managing director	1 Sep 1998	Other	1207569
Kevin Charles Kiernan	Chief compliance officer	1 Aug 2004	Other	4155288
Eric Marshall Kobren	President	1 Nov 2005	Other	706820
Eric James Godes	Vice president	1 Nov 2005	Other	1207569
Kevin Charles Kiernan	Chief compliance officer	1 Nov 2005	Other	4155288
Shane Oshea Scotty Mulron	Chief financial officer	1 Nov 2005	Other	2709497
Jonathan Rice Foster	Director	1 Nov 2005	Other	1037245
Cynthia Cramer Bock	Secretary	1 Nov 2005	Other	4222603
Robert Jarrett Lilien	Director	1 Nov 2005	Other	1337819
Michael John Curcio	Director	1 Nov 2005	Other	1620743
Inc E*Trade Wealth Management	Owner	1 Nov 2005	75% - 100%	20-2109197
Inc E*Trade Financial Advisory Services	Owner	1 Nov 2005	75% - 100%	20-2109197
Eric James Godes	Coo	1 Jan 2007	Other	1207569
Robin Gen Wai Kirn Kameda	Chief compliance officer	1 Jan 2007	Other	1821479
Naveen Agarwal	Director	1 Sep 2007	Other	4374298
Dilia Maria Caballero	Secretary	1 Mar 2008	Other	5313139
John Russel Vanneman	Chief investment officer	1 Sep 2008	Other	2014443
Eric Marshall Kobren	Ceo	1 Sep 2008	Other	706820
Eric James Godes	President / coo	1 Sep 2008	Other	1207569
Eric James Godes	President / coo / dir	1 Feb 2009	Other	1207569
Michael John Curcio	Director / ceo	1 Feb 2009	Other	1620743
James Adam Wulforst	Director	1 Feb 2009	Other	1175854
Kristan Lee Sumner	Chief compliance officer	1 Mar 2010	Other	4067325

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
E*Trade Financial Corporation	Indirect owner	1 Nov 2005	75% - 100%	94-2844166

Based in Arlington

The principal office where Kobren Insight Management Inc performs its advisory services is located at 671 North Glebe Road, Arlington, VA 22203, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-236-8403 or by fax 703-236-4895. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.kobren.com/management.