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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Insight Securities Inc
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|---|---|
| CRD # | 5611 |
| SEC # | 801-12999 |
| CIK # | |
| AUM | $147.7 M (2024-09-30) |
| Employees | 23 (43% Investors, 61% Brokers) |
| Phone | 224-632-4700 |
| Address | 600 Central Ave Highland Park, IL 60035 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 9.8 |
| (b) Individuals (high net worth individuals) | 9 | 29.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 31 | 108.5 |
| (n) Other | 0 | 0.0 |
| Total | 62 | 147.7 |
| By Discretionary | ||
| Discretionary | 62 | 147.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 62 | 147.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 110.0 | |
| United States Persons | 37.7 | |
| Total | 62 | 147.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Morman Kaplan Brilliant and Fransko LLC
✚
|
MI | 0.1 |
|
Strategas Asset Management LLC
✚
|
NY | 0.1 |
|
Chancellor Wealth Management Inc
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GA | 0.1 |
|
Keenan LLC
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|
MA | 0.1 |
|
Brooktree Capital Management Inc
✚
|
MI | 0.1 |
|
Davidson Wealth Management LLC
✚
|
NJ | 0.1 |
|
Vega Capital Group LLC
✚
|
0.1 | |
|
Renaissance Holdings LLC
✚
|
MS | 0.1 |
|
del Mar Wealth Management Inc
✚
|
CA | 0.1 |
|
Winter & Associates Inc
✚
|
MN | 0.1 |