Insight Financial, Inc.
Insight Financial, Inc. (CRD# 144144) is a financial advisory firm headquartered in , . They manage $25,223,414 in 21 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Insight Financial, Inc.
By the Numbers
-
Total Assets Under Management25MILLION
-
Total Number of Accounts21ACCOUNTS
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Average Account Value$1,201,115
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Market timing services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
VA
Financial Advisors at Insight Financial, Inc.
1
Henry Goodstein (CRD# 6101944) is an Investment Advisor Representative working at Insight Financial, Inc. in Richmond, VA and has over 11 years of experience in the finance industry.
2
Jeffrey Goodstein (CRD# 1388538) is an Investment Advisor Representative working at Insight Financial, Inc. in Richmond, VA and has over 38 years of experience in the finance industry.
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