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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Insight Wealth Partners LLC
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| CRD # | 153635 |
| SEC # | 801-71491 |
| CIK # | 1627003 |
| AUM | $331.8 MM (100% Disc, 100% US) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 972-543-4800 |
| Address | 3333 Premier Drive Plano, TX 75023 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Harvest Group Wealth Management LLC
✚
|
MA | 0.3 |
|
Henssler Asset Management LLC
✚
|
GA | 0.3 |
|
Haberling Financial Group Inc
✚
|
WA | 0.3 |
|
TCP Global Investment Management LLC
✚
|
PA | 0.3 |
|
Fiduciary Capital Advisors Inc
✚
|
NJ | 0.3 |
|
Resource Planning Group Ltd
✚
|
GA | 0.3 |
|
Marshwinds Advisory Company
✚
|
GA | 0.3 |
|
Garrison Asset Management LLC
✚
|
AR | 0.3 |
|
Merchant Bankers Asociados SA
✚
|
0.3 | |
|
Dorian Eason Asset Management LLC
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|
TN | 0.3 |