INSIGHT SECURITIES, INC.
Firm details
- Headquarters
- HIGHLAND PARK, Illinois
- CRD number
- 5611
- Registered since
- May 25, 1977
- Website
- www.insightamericas.net
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- Corporations / Businesses59.16%
- HNWI33.09%
- Individuals7.75%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Insight Securities, Inc. is a corporate independent broker‑dealer that has been SEC‑registered since 1977. The firm serves both individual and family clients as well as institutional investors and operates as a capital allocator, directing client capital to outside managers in addition to providing in‑house brokerage and insurance services. Its advisory capabilities include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of other advisers. Compensation is mixed: percentage‑of‑AUM fees sit alongside hourly and fixed fees as well as commission income. The firm is not an active ESG investor and reports a related‑adviser relationship in its organizational structure.
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
- Non-Exchange Traded Equities40%
- Exchange Traded Equities37%
- Cash & Cash Equivalents10%
- Non-Investment Grade Corp Bonds5%
- Investment Grade Corp Bonds3%
Owners & executives
3 of 4JAMES KIM
Chief Compliance OfficerCRD 6040592
OMAR GAAFAR
Chief Compliance OfficerCRD 4916775
ROBERTO AYALA SALCEDO
CEOCRD 6414211
Contacts
3 of 44Nicolas Villarreal
Trade Desk AssociateCRD 6761770
RAMIRO PARES
Investment RepresentativeCRD 6071139
Franco Tucciarelli Herrera
Vice President, InvestmentsCRD 6833618
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HIGHLAND PARK, IL
LAKE
Location
HIGHLAND PARK, IL
Headquartered in HIGHLAND PARK, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- LAKE
- Address
- 600 Central Ave
- Time zone
- CT (UTC-6)
- Office locations
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