Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > illinois > highland park > INSIGHT SECURITIES, INC.
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 |
More Retirement Planning firms in Highland Park, Illinois:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Highland Park, Illinois