CRD: 317633
Insight Family Financial
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-15-2022
- Office Locations
- 1
Office Locations
About Insight Family Financial
Insight Family Financial is a Sarasota, FL RIA founded in 2021 by advisor Ricardo DonAlexis. The firm offers an educational, tiered model ranging from an individual financial wellness program (budgeting, cash flow, savings, debt and retirement basics) to full-service wealth management with integrated financial planning and professional asset management. IFF focuses on underserved Florida public educators, hospitality professionals, and small business owners, with one-on-one guidance and guided investment oversight.
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Owner & Executives
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RICARDO DONALEXIS
--
- CRD
- #6475082
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $359,254 | -- |
| Non-Discretionary | $746,123 | -- |
| Total | $1,105,377 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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