Insight Securities, Inc.
Firm details
- Headquarters
- Highland Park, Illinois
- CRD number
- 5611
- Registered since
- May 25, 1977
- Website
- www.insightamericas.net
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Insight Securities, Inc. is an independent broker-dealer that also operates as an insurance broker and provides advisory services to individuals and families. The firm is SEC-registered (registered in 1977) and identifies as a capital allocator and a related adviser, which aligns with its role in selecting outside managers and allocating client capital. Its advisory practice includes financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and the selection of other advisers. The firm uses a mixed fee model — percentage of AUM, hourly and fixed fees, and commissions.
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
- Exchange Traded Equities97%
- Public Funds/Mutual Funds3%
Owners & executives
3 of 5
Omar Gaafar
Chief Compliance OfficerCRD 4916775
Carlos Legaspy
President, CEOCRD 2148751
James Kim
Chief Compliance OfficerCRD 6040592
Contacts
3 of 40
Andres Larrea
Invesment Advisor RepresentativeCRD 5769212
Jaime Domenech Macias
Managing DirectorCRD 5303505
David Graff
President, CCOCRD 6241398
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Highland Park, IL
Lake
Location
Highland Park, IL
Headquartered in Highland Park, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 600 Central Ave
- Time zone
- CT (UTC-6)
- Office locations
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