Insight Financial Group, Inc.
Insight Financial Group, Inc. (CRD# 127054) is a financial advisory firm headquartered in Schaumburg, IL. They manage $38,000,000 in 302 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management38MILLION
Total Number of Accounts302ACCOUNTS
Average Account Value$125,828
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Philip Statz (CRD# 3244629) is an Investment Advisor Representative working at Insight Financial Group, Inc. in Arlington Heights, IL and has over 18 years of experience in the finance industry.