INSIGHT ADVISORS, LLC
Company Profile
| AUM* | 787,350,000 12% |
| of that, discretionary | 784,045,337 19% |
| Number of Employees | 23 15% |
| of those in investment advisory functions | 17 -15% |
| Private Fund GAV* | 2,300,000 |
| Avg Account Size | 316,459 15% |
| High Net Worth | 25.11% -16% |
| SMA’s | Yes |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
- Multi-state adviser
- Multi-state adviser
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Disclosure Reporting
| 11.D(5) | Other regulator denied/suspended/revoked license |
| 11.E(2) | SRO found rule violation |
| 11.E(4) | SRO disciplined (expelled/suspended/barred) |
Recent News
Reported AUM
784M
672M
560M
448M
336M
224M
112M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
Employees
Private Funds Structure
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