1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2INSIGHT PRIVATE ADVISORS, LLC

Map pinBRIDGEWATER, NJ
Phone(908) 788-1799
NotebookSEC #801-78883
Total AUM
$277.9M
Employees
10
Clients
543

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
745 ROUTE 202/206
SUITE 305
BRIDGEWATER
NJ 08807
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(908) 788-1799

ReceiptFinancials

Total AUM
$277.9M
Accounts
866
Discretionary
$274.3M
Accounts
853
Non-Discretionary
$3.6M
Accounts
13

ContactClients

View more in analytics →

Individual Clients
454
AUM
$130.2M
HNW Individual Clients
89
AUM
$147.6M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMAMDNCNJNYPASCTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account