INSIGHT ADVISORS, LLC
Firm details
- Headquarters
- NEWTOWN, Pennsylvania
- CRD number
- 168057
- Registered since
- August 1, 2013
- Website
- myinsightadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.63%
- Individuals21.59%
- Corporations / Businesses0.43%
- Pension & Profit Sharing Plans0.36%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Insight Advisors, LLC is an independent registered investment adviser formed as an LLC and operating since 2013. The firm works with both individual/family and institutional clients, serving as a capital allocator and providing a mix of planning and portfolio services. Its advisory capabilities include financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers. It also maintains broker-dealer and insurance broker activity through registered representative relationships. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Insight does not position itself as an ESG-focused investor, and it reports concentrated custody with a single primary custodian (see Assets & Accounts).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities27%
- US Government Bonds4%
- Cash & Cash Equivalents3%
Owners & executives
3 of 3THOMAS MCINERNEY
CEO & PresidentCRD 711975
MATTHEW MCINERNEY
Vice President, Chief Compliance OfficerCRD 5368755
ALEXANDER BUTTERS
Chief Compliance OfficerCRD 5597638
Contacts
3 of 11CARLA SIMON
Vice PresidentCRD 4004997
WILLIAM WOLF
Vice PresidentCRD 2818088
PAUL ORIHEL
PrincipalCRD 2803368
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 180Active vs passive
$405M in ETFs
38%
$152M
34%
$253M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ARIN TACTICAL TAIL RISK ETF (ATTR) | $89.1M | 980,142 | 22.00% |
Location
NEWTOWN, PA
BUCKS
Location
NEWTOWN, PA
Headquartered in NEWTOWN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- BUCKS
- Address
- 10 N State St
- Time zone
- ET (UTC-5)
- Office locations
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