Insight, Corp.

Insight, Corp. (CRD# 311445) is a financial advisory firm headquartered in Boulder, CO. They manage $47,062,070 in 256 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4450 Arapahoe Ave, Office 110, Boulder, CO 80303
https://www.instagram.com/insight_financial_planning/
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    256
    ACCOUNTS
  • Average Account Value
    $183,836
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Insight, Corp.
Showing 1 - 2 of 2 top financial advisors.
1
Peter Locke, financial advisor Boulder CO
Peter C. Locke
CRD#: 5884665
4450 Arapahoe Ave, Office 110, Boulder, CO 80303

Peter Locke (CRD# 5884665) is an Investment Advisor Representative working at Insight, Corp. in Boulder, CO and has over 11 years of experience in the finance industry.

2
Kevin Taylor, financial advisor Boulder CO
Kevin T. Taylor
CRD#: 6369647
4450 Arapahoe Ave, Office 110, Boulder, CO 80303

Kevin Taylor (CRD# 6369647) is an Investment Advisor Representative working at Insight, Corp. in Boulder, CO and has over 9 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.

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