Insight Financial Strategists

Insight Financial Strategists (CRD# 165125) is a financial advisory firm headquartered in Newton, MA. They manage $20,191,778 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
29 Crafts Street, Suite 420, Newton, MA 02458
https://www.alignable.com/waltham-ma/insight-financial-strategists-llc
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $1,009,589
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Insight Financial Strategists
Showing 1 - 2 of 2 top financial advisors.
1
Christoph Chen, financial advisor Newton MA
Christoph Chen
CRD#: 5226577
29 Crafts Street, Suite 420, Newton, MA 02458

Christoph Chen (CRD# 5226577) is an Investment Advisor Representative working at Insight Financial Strategists in Newton, MA and has over 17 years of experience in the finance industry.

2
James Wood, financial advisor Newton MA
James C. Wood
CRD#: 6484814
29 Crafts Street, Suite 420, Newton, MA 02458

James Wood (CRD# 6484814) is an Investment Advisor Representative working at Insight Financial Strategists in Newton, MA 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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