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Building 2INSIGHT ADVISORS, LLC

Map pinNEWTOWN, PA
Phone215-550-6011
NotebookSEC #801-78355
Total AUM
$785.6M
Employees
22
Clients
900

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 N. STATE STREET
NEWTOWN
PA 18940
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
215-550-6011
Other Offices
2

ReceiptFinancials

Total AUM
$785.6M
Accounts
2,487
Discretionary
$782.3M
Accounts
2,475
Non-Discretionary
$3.3M
Accounts
12

ContactClients

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Individual Clients
667
AUM
$169.6M
HNW Individual Clients
227
AUM
$609.9M
Pension/Profit Sharing Plan Clients
1
AUM
$2.8M
Corporation or Business Clients
5
AUM
$3.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZCACOCTFLGAMAMDNCNJNYPASCTXVAWV

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

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