Insight Securities, Inc. is a large advisory firm based in Highland Park. It manages $213.26 million of regulatory assets for 247 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Alabama, Arizona, California, and 32 other states.
Insight Securities provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Insight Securities, Inc. is $213.26 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 105% since the beginning of its operation, and $150 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Insight Securities, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Carlos Javier Legaspy is corporations or other businesses with 43 clients and $150.11 million of assets under management. Among the 9 most similar advisory firms, Insight Securities has the highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $213.26 million for 247 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 45% of the firm’s clients are foreign persons or businesses.
Insight Securities doesn't advise any private funds.
The company employs 21 people that are either part- or full-time employees. 48 percent of the employees work as investment advisers or researchers. 16 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Carlos Javier Legaspy has been acting as President since 1 Dec 2012. Lawrence M. Elman joined the executive team most recently as the Corporate Secretary.
The principal office where Insight Securities, Inc. performs its advisory services is located at 600 Central Ave., Highland Park, IL 60035, which is also the mailing address of the firm. An additional office of the firm is in Coral Gables, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 224-632-4700 or by fax 224-632-4593. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at insightamericas.net.