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Carla L. Simon

INSIGHT ADVISORS, LLC·NEWTOWN, Pennsylvania
Unclaimed Profile
10 N. STATE STREET, NEWTOWN, PA 18940CRD# 4004997Firm CRD# 168057
01

About

Carla L. Simon is a registered financial advisor based in NEWTOWN, Pennsylvania, affiliated with INSIGHT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INSIGHT ADVISORS, LLC
INSIGHT ADVISORS, LLC
AUM
$703M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at INSIGHT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4004997
Firm CRD# 168057
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carla L. Simon offer?
Carla L. Simon specializes in Financial Planning, Investment Management. Contact their office in NEWTOWN, Pennsylvania for a consultation.
What are Carla L. Simon's credentials?
Carla L. Simon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carla L. Simon located?
Carla L. Simon is based in NEWTOWN, Pennsylvania, working with INSIGHT ADVISORS, LLC. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.
How does Carla L. Simon charge for services?
Carla L. Simon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INSIGHT ADVISORS, LLC?
INSIGHT ADVISORS, LLC has approximately 19 employees and manages $703M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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