Insight Advisors, LLC

Insight Advisors, LLC (CRD# 168057) is a financial advisory firm headquartered in Newtown, PA. They manage $703,000,000 in 2,398 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details

10 N. State Street, Newtown, PA 18940

https://www.linkedin.com/in/thomas-mcinerney-14772a167/

By the Numbers

Total Assets Under Management

703

MILLION
Total Number of Accounts

2,398

ACCOUNTS
Average Account Value

$293,161

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, MA, MD, NC, NJ, NY, PA, SC, TX, VA, WV

Financial Advisors at Insight Advisors, LLC

Showing 11 - 18 of 18 top financial advisors.

Paul C. Orihel

CRD#: 2803368

10 N. Main Street, Newtown, PA 18940

Paul Orihel (CRD# 2803368) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 27 years of experience in the finance industry.

Julia A. Peloso-Barnes

CRD#: 1260944

777 Westchester Ave., Suite 101, White Plains, NY 10604

Julia Peloso-Barnes (CRD# 1260944) is an Investment Advisor Representative working at Insight Advisors, LLC in White Plains, NY and has over 39 years of experience in the finance industry.

Carla L. Simon

CRD#: 4004997

10 N. State Street, Newtown, PA 18940

Carla Simon (CRD# 4004997) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 24 years of experience in the finance industry.

William Wolf

CRD#: 2818088

10 N. State Street, Newtown, PA 18940

William Wolf (CRD# 2818088) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 27 years of experience in the finance industry.

James Wong

CRD#: 1478596

10 N State St., Newtown, PA 18940

James Wong (CRD# 1478596) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 37 years of experience in the finance industry.

Matthew J. Charles

CRD#: 7233584

10 N. State Street, Newtown, PA 18940

Matthew Charles (CRD# 7233584) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 3 years of experience in the finance industry.

Matthew McInerney

CRD#: 5368755

10 N. State Street, Newtown, PA 18940

Matthew McInerney (CRD# 5368755) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 3 years of experience in the finance industry.

Brianna M. Skorvanek

CRD#: 7057063

777 Westchester Ave., Suite 101, White Plains, NY 10604

Brianna Skorvanek (CRD# 7057063) is an Investment Advisor Representative working at Insight Advisors, LLC in White Plains, NY and has over 4 years of experience in the finance industry.

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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.

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