INSIGHT SECURITIES, INC.

600 Central Ave.
Suite 293
Highland Park, Illinois 60035
Tel: 224-632-4700

About INSIGHT SECURITIES, INC.

INSIGHT SECURITIES, INC, formally registered with the SEC as INSIGHT SECURITIES, INC. The firm was established in 05/25/1977. They have over 6 offices throughout the country.

INSIGHT SECURITIES, INC. is a Highland Park, Illinois based Financial Planning firm with nearly $147,731,685 assets under management, offering retirement planning & investment advisory services to 62 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	5611
SEC#	801-12999
Assets Managed by Firm	$147,731,685
No. of Clients	62
No. of Advisors	23

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	62	$147,731,685
Individuals (other than high net worth individuals)	22	$9,782,137
High net worth individuals	9	$29,484,312
Corporations or other businesses	31	$108,465,236

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ENVESTNET PMC 150 North Riverside Plaza Suite 2050 Chicago, IL, 60606	$426,071,864,566	1821809	415
BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

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