Insight Financial, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 144144
- Website
- insightfinancial.us
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.82%
- Other12.89%
- Individuals0.29%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Insight Financial, Inc. is an independent, privately owned registered investment adviser operating as a corporation that focuses on individual and family clients. The firm charges fees based on a percentage of assets under management and provides portfolio management services for individuals and small businesses. It does not identify as an active ESG investor, is not organized as a multi-state adviser, and does not appear to serve as a pension consultant or a capital allocator to external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities49%
- US Government Bonds49%
- Public Funds/Mutual Funds2%
Owners & executives
2 of 2
Henry Goodstein
Chief Executive OfficerCRD 6101944
Jeffrey Goodstein
President and CEOCRD 1388538
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Von Reckers Wealth Management, Corp.
RIAZebra Crossing Asset Management LLC
RIAVan Duivendyk Capital Management
RIAWaco, TX
Triaxx Asset Management LLC
RIANew York, NY
Prestige Wealth Management LLC
RIAStrongsville, OH
NexAdvisors, LLC
RIADallas, TX