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Building 2INSIGHT WEALTH PARTNERS

Map pinPLANO, TX
Phone972-543-4800
NotebookSEC #801-71491
Total AUM
$1.1B
Employees
16
Clients
961

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3333 PREMIER DRIVE
SUITE 800
PLANO
TX 75023
United States
Operating Hours
8:30-5PM/8:30-2PM
MON-THURS/FRI
Phone
972-543-4800

ReceiptFinancials

Total AUM
$1.1B
Accounts
3,209
Discretionary
$1.1B
Accounts
3,205
Non-Discretionary
$1.8M
Accounts
4

ContactClients

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Individual Clients
639
AUM
$307.2M
HNW Individual Clients
320
AUM
$814.2M
Charitable Organization Clients
1
AUM
$1.6M
Corporation or Business Clients
1
AUM
$1.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOFLILLAMANCNHOKTNTXVAWAWI

HandshakeAffiliates

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

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