Global Insight Advisors
Firm details
- Headquarters
- ,
- CRD number
- 340650
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI64.27%
- Pension & Profit Sharing Plans23.73%
- Individuals12%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Global Insight Advisors is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm advises both individuals and families as well as institutional clients, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fees are charged as a percentage of assets under management. The firm is not identified as an active ESG investor and is not positioned as a multi-state or newly formed adviser in the available materials.
Assets & Accounts
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
- Other100%
Owners & executives
1 of 1
Josh Schein
CEOCRD 2487234
Contacts
2 of 2
Valerija Martinovic
Investment Advisor RepresentativeCRD 7626254
Giani Kurniawan
Financial Data AnalystCRD 7795232
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
EPS Wealth Management
RIANorthstar Investment Partners
RIAAlpharetta, GA
Retirement Systems LLC
RIAFremont Wealth Management, LP
RIASouthport, CT
Pathway Financial Planning
RIAHermitage Wealth
RIARichmond, VA