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Building 2INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC

Map pin
Phone516-249-0060
NotebookSEC #801-68932
Total AUM
$178.1M
Employees
2
Clients
134

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
516-249-0060
Other Offices
1

ReceiptFinancials

Total AUM
$178.1M
Accounts
354
Discretionary
$178.1M
Accounts
354
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
101
AUM
$30.5M
HNW Individual Clients
32
AUM
$123.6M
Pension/Profit Sharing Plan Clients
1
AUM
$24M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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