Insight Advisors, LLC
Insight Advisors, LLC (CRD# 168057) is a financial advisory firm headquartered in Newtown, PA. They manage $703,000,000 in 2,398 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management703MILLION
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Total Number of Accounts2,398ACCOUNTS
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Average Account Value$293,161
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, MA, MD, NC, NJ, NY, PA, SC, TX, VA, WV
Paul Orihel (CRD# 2803368) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 27 years of experience in the finance industry.
Julia Peloso-Barnes (CRD# 1260944) is an Investment Advisor Representative working at Insight Advisors, LLC in White Plains, NY and has over 40 years of experience in the finance industry.
Carla Simon (CRD# 4004997) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 24 years of experience in the finance industry.
William Wolf (CRD# 2818088) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 27 years of experience in the finance industry.
James Wong (CRD# 1478596) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 37 years of experience in the finance industry.
Matthew Charles (CRD# 7233584) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 3 years of experience in the finance industry.
Matthew McInerney (CRD# 5368755) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 3 years of experience in the finance industry.
Brianna Skorvanek (CRD# 7057063) is an Investment Advisor Representative working at Insight Advisors, LLC in White Plains, NY and has over 4 years of experience in the finance industry.