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.
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.
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.
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.