Insight Financial Group, Inc.

Insight Financial Group, Inc. (CRD# 127054) is a financial advisory firm headquartered in Schaumburg, IL. They manage $30,000,000 in 293 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Insight Financial Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
Philip J. Statz
CRD#: 3244629
3800 North Wilke Road, Suite 300, Arlington Heights, IL 60004

Philip Statz (CRD# 3244629) is an Investment Advisor Representative working at Insight Financial Group, Inc. in Arlington Heights, IL and has over 17 years of experience in the finance industry.

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