Insight Asset Management

Insight Asset Management (CRD# 128926) is a financial advisory firm headquartered in , . They manage $13,020,255 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $434,009
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Insight Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Philip I. Frank
CRD#: 4033599
New York, NY

Philip Frank (CRD# 4033599) is an Investment Advisor Representative working at Insight Asset Management in New York, NY and has over 24 years of experience in the finance industry.

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