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INSIGHT ADVISORS, LLC

10 N. State Street
Newtown, Pennsylvania 18940
Tel: 215-550-6011

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About INSIGHT ADVISORS, LLC

INSIGHT ADVISORS, LLC, formally registered with the SEC as INSIGHT ADVISORS, LLC. The firm was established in 08/01/2013. They have over 4 offices throughout the country.

INSIGHT ADVISORS, LLC is a Newtown, Pennsylvania based Financial Planning firm with nearly $703,000,000 assets under management, offering retirement planning & investment advisory services to 2398 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#168057
SEC#801-78355
Assets Managed by Firm$703,000,000
No. of Clients2398
No. of Advisors19

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total2398$703,000,000
Individuals (other than high net worth individuals)556$210,000,000
High net worth individuals239$493,000,000

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