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INSIGHT SECURITIES, INC.
CRD 5611 · SEC 801-12999
600 CENTRAL AVE., SUITE 293, HIGHLAND PARK, IL, 60035, United States
Phone
224-632-4700
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$94.2M
Discretionary AUM
$94.2M
Team
25 total employees; 14 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2025-10-14
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $7.3M |
| High net worth individuals | 11 | $31.2M |
| Corporations/business entities | 19 | $55.7M |
States served
AL, AZ, CA, CO, DC, GA, IL, IN, IA, KS, LA, ME, MD, MA, MI, MN, NE, NV, NJ, NM, NY, NC, OH, OK, PA, PR, SC, VA, WI, WY, MO, WA, TX, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD