Insight Investment Advisers LLC

RIAState Registered

Total AUM

$71.7M

Discretionary

$71.7M

100% of AUM

Avg account

$134K

Accounts

537

Employees

Advisory reps

Firm details

Headquarters: Leawood, Kansas
CRD number: 286497
Website: www.investwithinsight.com
Custodians: CHARLES SCHWAB & CO., INC., CNB CUSTODY
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI51.61%
Individuals48.09%
Charitable Organizations0.3%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Insight Investment Advisers LLC is an independent, owner-operated limited liability advisory firm that works primarily with individual and family clients. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and the selection of other advisers. Insight describes itself as a capital allocator and uses third-party alternative managers as part of its offering. The firm is not an active ESG investor and is registered to operate in multiple states (AZ, CA, KS, MO, WI).