Insight Financial, Inc.
RIAState Registered
Total AUM
$26.1M
Discretionary
$26.1M
100% of AUM
Avg account
$1.5M
Accounts
18
Employees
2
Advisory reps
2
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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