INSIGHT ADVISORS, LLC

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

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 Status	Approved
Firm CRD#	168057
SEC#	801-78355
Assets Managed by Firm	$703,000,000
No. of Clients	2398
No. of Advisors	19

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 Clients	AUM
Firm Total	2398	$703,000,000
Individuals (other than high net worth individuals)	556	$210,000,000
High net worth individuals	239	$493,000,000

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