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Building 2INSIGHT STRATEGIC WEALTH LLC

Map pinKNOXVILLE, TN
Phone866-467-9756
NotebookSEC #801-113370
Total AUM
$401M
Employees
7
Clients
263

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10107 SHERRILL BLVD
KNOXVILLE
TN 37932
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
866-467-9756
Other Offices
1

ReceiptFinancials

Total AUM
$401M
Accounts
722
Discretionary
$399.7M
Accounts
718
Non-Discretionary
$1.3M
Accounts
4

ContactClients

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Individual Clients
125
AUM
$50.1M
HNW Individual Clients
137
AUM
$349.6M
Charitable Organization Clients
1
AUM
$1.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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