Insight Securities Inc

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Assets, Funds, Holdings

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Insight Securities Inc
CRD #5611
SEC #801-12999
CIK #
AUM $126.7 MM (2024-06-18)
Employees 23 (43% Investors, 61% Brokers)
Phone224-632-4700
Address600 Central Ave
Highland Park, IL 60035
Source [IAPD] [Website]
Total AUM ($MM)
2502001501005002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 19 6.5
(b) Individuals (high net worth individuals) 9 28.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 26 91.7
(n) Other 0 0.0
Total 54 126.7
By Discretionary
Discretionary 54 126.7
Non-Discretionary 0 0.0
Total 54 126.7
By Non-United States Persons
Non-United States Persons 100.0
United States Persons 26.7
Total 54 126.7
Comparable Firms State AUM ($BB)
S & S Wealth Management LP
TX 0.1
Adare Asset Management LLC
PA 0.1
Southcol Advisors LLC
FL 0.1
Parkview Asset Management Inc
IL 0.1
Starr-Mathews Financial LLC
GA 0.1
Saddock Wealth LLC
TX 0.1
Vigil Wealth Management LLC
FL 0.1
Korving & Company LLC
VA 0.1
Golden Wealth Management LLC
PA 0.1
Aljen Asset Management LLC
NJ 0.1
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