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INSIGHT WEALTH PARTNERS
3333 Premier Drive
Suite 800
Plano, Texas 75023
Tel: 972-543-4800
About INSIGHT WEALTH PARTNERS
INSIGHT WEALTH PARTNERS, formally registered with the SEC as INSIGHT WEALTH PARTNERS. The firm was established in 06/04/2010. They have over 1 offices throughout the country.
INSIGHT WEALTH PARTNERS is a Plano, Texas based Financial Planning firm with nearly $789,957,931 assets under management, offering retirement planning & investment advisory services to 2901 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153635 |
| SEC# | 801-71491 |
| Assets Managed by Firm | $789,957,931 |
| No. of Clients | 2901 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2901 | $789,957,931 |
| Individuals (other than high net worth individuals) | 571 | $187,746,081 |
| High net worth individuals | 295 | $600,725,063 |
| Charitable organizations | Fewer than 5 clients | $530,817 |
| Corporations or other businesses | Fewer than 5 clients | $955,970 |
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|---|---|---|---|
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