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INSIGHT FINANCIAL GROUP, INC.
CRD 127054
1901 NORTH ROSELLE ROAD, SUITE 800, SCHAUMBURG, IL, 60195, United States
Phone
847-592-7052
Fax
847-620-0752
Registration
— (—)
Source
State registered
Total AUM
$94.0M
Discretionary AUM
$94.0M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Fixed fees
Org form
Corporation
Filing date
2026-01-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $35.0M |
| High net worth individuals | 29 | $59.0M |
All web addresses on file
Official SEC filing: View on IAPD