Overview
Assets Under Management: $371 million
Headquarters: BRIDGEWATER, NJ
High-Net-Worth Clients: 93
Average Client Assets: $1.8 million
Frequently Asked Questions
INSIGHT PRIVATE ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #169017), INSIGHT PRIVATE ADVISORS, LLC is subject to fiduciary duty under federal law.
INSIGHT PRIVATE ADVISORS, LLC is headquartered in BRIDGEWATER, NJ.
INSIGHT PRIVATE ADVISORS, LLC serves 93 high-net-worth clients according to their SEC filing dated April 19, 2018. View client details ↓
According to their SEC Form ADV, INSIGHT PRIVATE ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
INSIGHT PRIVATE ADVISORS, LLC manages $371 million in client assets according to their SEC filing dated April 19, 2018.
According to their SEC Form ADV, INSIGHT PRIVATE ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 93
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.90%
Average Client Assets: $1.8 million
Total Client Accounts: 980
Discretionary Accounts: 968
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 169017
Filing ID: 1210712
Last Filing Date: 2018-04-19 10:55:00