Insight Advisors, LLC is a large advisory firm based in Newtown. It manages $348.69 million of regulatory assets for 1,656 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Florida, and 8 other states.
Insight Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Insight Advisors, LLC is $348.69 million. The firm's AUM has grown by 71% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Insight Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Insight Advisors is high net worth individuals with 87 clients and $179.58 million of assets under management. Among the 9 most similar advisory firms, Insight Advisors has the 3rd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $347.91 million for 1,653 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Insight Advisors doesn't advise any private funds.
The company employs 18 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. 15 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Insight Advisors, LLC performs its advisory services is located at 10 N. State Street, Newtown, PA 18940, which is also the mailing address of the firm. An additional office of the firm is in Winchester, VA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 215-550-6011 or by fax 215-550-6016. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at insightadvisorsllc.com and its LinkedIn profile.