Insight Investment Advisers LLC

Insight Investment Advisers LLC (CRD# 286497) is a financial advisory firm headquartered in Leawood, KS. They manage $46,407,409 in 607 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
5251 W 116th Place,, Suite 200, Leawood, KS 66211
http://investwithinsight.com
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    607
    ACCOUNTS
  • Average Account Value
    $76,454
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, KS, LA, MO, TX, WI

Financial Advisors at Insight Investment Advisers LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brandon Bruckman, financial advisor Leawood KS
Brandon J. Bruckman
CRD#: 6922759
5251 W 116th Place,, Suite 200, Leawood, KS 66211

Brandon Bruckman (CRD# 6922759) is an Investment Advisor Representative working at Insight Investment Advisers LLC in Leawood, KS and has over 6 years of experience in the finance industry.

2
Joshua Wright, financial advisor Leawood KS
Joshua B. Wright
CRD#: 4664392
5251 W 116th Place,, Suite 200, Leawood, KS 66211

Joshua Wright (CRD# 4664392) is an Investment Advisor Representative working at Insight Investment Advisers LLC in Leawood, KS and has over 20 years of experience in the finance industry.

3
Julia Fritzlen, financial advisor Leawood KS
Julia G. Fritzlen
CRD#: 7727301
5251 W 116th Place,, Suite 200, Leawood, KS 66211

Julia Fritzlen (CRD# 7727301) is an Investment Advisor Representative working at Insight Investment Advisers LLC in Leawood, KS and has 1 year 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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