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Insight Securities Inc
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CRD # | 5611 |
SEC # | 801-12999 |
CIK # | |
AUM | $126.7 MM (2024-06-18) |
Employees | 23 (43% Investors, 61% Brokers) |
Phone | 224-632-4700 |
Address | 600 Central Ave Highland Park, IL 60035 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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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 |