Insight Strategic Wealth LLC

Insight Strategic Wealth LLC (CRD# 147290) is a financial advisory firm headquartered in Knoxville, TN. They manage $224,159,462 in 500 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
10107 Sherrill Blvd, Knoxville, TN 37932
http://www.insightstrategicwealth.com
By the Numbers
  • Total Assets Under Management
    224
    MILLION
  • Total Number of Accounts
    500
    ACCOUNTS
  • Average Account Value
    $448,319
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, TN

Financial Advisors at Insight Strategic Wealth LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jaime Conry, financial advisor Knoxville TN
Jaime A. Conry
CRD#: 6420138
10107 Sherrill Blvd, Knoxville, TN 37932

Jaime Conry (CRD# 6420138) is an Investment Advisor Representative working at Insight Strategic Wealth LLC in Knoxville, TN and has over 8 years of experience in the finance industry.

2
Patricia Taylor, financial advisor Knoxville TN
Patricia C. Taylor
CRD#: 5544427
10107 Sherrill Blvd, Knoxville, TN 37932

Patricia Taylor (CRD# 5544427) is an Investment Advisor Representative working at Insight Strategic Wealth LLC in Knoxville, TN and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals