INSIGHT FINANCIAL SERVICES
Firm details
- Headquarters
- OVERLAND PARK, Kansas
- CRD number
- 147518
- Registered since
- October 26, 2017
- Website
- www.ifsadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.47%
- Individuals35.53%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Insight Financial Services is an independent, SEC-registered registered investment adviser organized as an LLC (SEC-registered since 2017) that serves individual and family clients. The firm functions as a capital allocator and offers a mix of financial planning and portfolio management for individuals and small businesses, along with educational workshops, selection of other advisers, and pension consulting services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. Insight does not characterize itself as an active ESG investor and appears to operate with a single-state footprint. The firm lists an affiliation with an insurance company.
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
- Public Funds/Mutual Funds93%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
- Other2%
Contacts
3 of 6DAVID PACER
PartnerCRD 4223183
LAWRENCE BROXTERMAN
Director of TradingCRD 4332808
Tracy McCormick
Client Service SpecialistCRD 8130729
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$212M in ETFs
100%
$212M
<1%
$212K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $30.3M | 46,422 | 14.31% |
Location
OVERLAND PARK, KS
JOHNSON
Location
OVERLAND PARK, KS
Headquartered in OVERLAND PARK, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- JOHNSON
- Address
- 7101 College Blvd
- Time zone
- CT (UTC-6)
- Office locations
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