Insight Investment Advisers LLC

RIASEC Registered

Total AUM

$71.7M

Discretionary

$71.7M

100% of AUM

Avg account

$134K

Accounts

537

Employees

5

Advisory reps

3

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 Clients

Firm profile

FINTRX

Overview

Insight Investment Advisers LLC is an independent, owner-operated limited liability company that serves individual and family clients. The firm offers financial planning and discretionary portfolio management for individuals, small businesses, and businesses or institutions. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Insight is not positioned as a dedicated capital allocator and does not list ESG investing as an active focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities45%
Public Funds/Mutual Funds45%
Other6%
Cash & Cash Equivalents3%
Non-Exchange Traded Equities1%

Contacts

3 of 3

Brandon Bruckman
INVESTMENT ADVISER / ADVISORY BOARDCRD 6922759
Joshua Wright
INVESTMENT ADVISER / PRESIDENTCRD 4664392
Julia Fritzlen
Investment AdviserCRD 7727301

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Leawood, KS

Johnson

Location

Leawood, KS

Headquartered in Leawood, 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: 5251 W 116th Pl
Time zone: CT (UTC-6)
Office locations

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