INSIGHT ADVISORS, LLC

NEWTOWN, Pennsylvania·3 registered advisors·CRD# 168057
SEC# 801-783553215-550-6011
01

Firm Overview

AUM
$703M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INSIGHT ADVISORS, LLC

3 registered advisors
Carla L. Simon
NEWTOWN, Pennsylvania
Matthew Mcinerney
NEWTOWN, Pennsylvania
Thomas Joseph Mcinerney
NEWTOWN, Pennsylvania
05

Office Locations

NEWTOWN, Pennsylvania
3 advisors

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Data sourced from SEC Form ADV filings. INSIGHT ADVISORS, LLC (CRD# 168057) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.