Insight Advisors, LLC

RIASEC Registered

Total AUM

$786M

Discretionary

$782M

100% of AUM

Avg account

$316K

Accounts

2,487

Employees

Advisory reps

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

FINTRX

Overview

Insight Advisors, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2013. The firm acts as a capital allocator for both individual & family clients and institutional clients, offering portfolio management, financial planning, selection of other advisers, and pension consulting services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. In addition to advisory work, the firm operates in broker-dealer and insurance capacities as a registered representative and insurance broker. Insight Advisors is not identified as an active ESG investor.