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INSIGHT FINANCIAL STRATEGISTS
INSIGHT FINANCIAL STRATEGISTS, LLC
CRD 165125
29 CRAFTS STREET, SUITE 420, NEWTON, MA, 02458, United States
Phone
781 489 3994
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$27.8M
Discretionary AUM
$27.7M
Team
3 total employees; 3 advisory reps; 20 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $1.8M |
| High net worth individuals | 15 | $25.9M |
| Charitable organizations | 1 | $92K |
All web addresses on file
Official SEC filing: View on IAPD