Insight Financial Group, Inc.
Insight Financial Group, Inc. (CRD# 127054) is a financial advisory firm headquartered in Schaumburg, IL. They manage $82,000,000 in 370 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management82MILLION
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Total Number of Accounts370ACCOUNTS
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Average Account Value$221,622
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Insight Financial Group, Inc.
1
Philip Statz (CRD# 3244629) is an Investment Advisor Representative working at Insight Financial Group, Inc. in Arlington Heights, IL and has over 24 years of experience in the finance industry.
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