Insight Total Stewardship

Insight Total Stewardship (CRD# 281229) is a financial advisory firm headquartered in Havertown, PA. They manage $16,922,682 in 212 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
525 West Chester Pike, Suite 312, Havertown, PA 19083
http://www.getinsightts.com
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    212
    ACCOUNTS
  • Average Account Value
    $79,824
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Insight Total Stewardship
Showing 1 - 1 of 1 top financial advisors.
1
Shayna Harvey, financial advisor Havertown PA
Shayna L. Harvey
CRD#: 4192481
525 West Chester Pike, Suite 312, Havertown, PA 19083

Shayna Harvey (CRD# 4192481) is an Investment Advisor Representative working at Insight Total Stewardship in Havertown, PA and has over 23 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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