INSIGHT STRATEGIC WEALTH LLC

KNOXVILLE, Tennessee·2 registered advisors·CRD# 147290
SEC# 801-1133700865-777-2325
01

Firm Overview

AUM
$224M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
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
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INSIGHT STRATEGIC WEALTH LLC

2 registered advisors
Jaime Alison Conry
KNOXVILLE, Tennessee
Patricia Conry Taylor
KNOXVILLE, Tennessee
05

Office Locations

KNOXVILLE, Tennessee
2 advisors

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Data sourced from SEC Form ADV filings. INSIGHT STRATEGIC WEALTH LLC (CRD# 147290) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.