Insight Investment

Insight Investment (CRD# 145995) is a financial advisory firm headquartered in New York, NY. They manage $119,164,282,673 in 1,766 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    119,164
    MILLION
  • Total Number of Accounts
    1,766
    ACCOUNTS
  • Average Account Value
    $67,476,944
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, MA, NY

Financial Advisors at Insight Investment
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.