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Insight Securities, Inc.
Highland Park, Illinois
Insight Securities, Inc. is a well-established local investment advisory firm based out of Highland Park, IL. With over 180 individual clients and a remarkable $162,911,000 in assets under management, they have built a reputation for providing expert financial guidance. Boasting six offices, Insight Securities, Inc. caters to a diverse range of clients, offering comprehensive services including insurance brokerage.
While their focus extends beyond 401K and individual accounts, which constitute less than 30% of their assets under management, Insight Securities, Inc. possesses the capability to effectively manage employer funds. An...see more
Assets Under Mgmt
$162.91M
Investment Professionals
11
Locations
5
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
- Commissions
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Other Business Activities
- Broker-dealer (Registered or unregistered)
- Insurance broker or agent
Disclosures
- Do any of the events below involve you or any of your supervised persons?
- Found to have been involved in a violation of self-regulatory organizations rules
Reviews for Insight Securities, Inc.
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