INSIGHT SECURITIES, INC.
Highland Park, Illinois
1.0
1 Review
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...
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Assets Under Mgmt

$162.91M

Investment Professionals

11

Locations

5

% 401K & Individual

23%

% Discretionary

100%
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
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