I
$94.0M Total AUM
$94.0M Disc. AUM
-- 3Y CAGR
1 Employees
64 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-26-2003
- Office Locations
- 1
Office Locations
3800 North Wilke Road Suite 300 Arlington Heights IL
About Insight Financial Group, Inc.
Insight Financial Group (Insight LifePath) is an Illinois-based RIA serving successful families, including business owners and entrepreneurs, with integrated financial planning and investment management. The firm emphasizes asset allocation, portfolio construction, and risk management, commonly using mutual funds and ETFs alongside insurance/annuity planning. Custody is through Fidelity/NFS.
Team overview
-- AVG AGE
$94.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
22.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
PHILIP JOSEPH STATZ
President
- CRD
- #3244629
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $94,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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