$26.1M Total AUM
$26.1M Disc. AUM
-- 3Y CAGR
2 Employees
16 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Harbor insight
- Established Date
- 06-19-2007
- Office Locations
- 1
Office Locations
-- Richmond VA
About Insight Financial, Inc.
Insight Financial, Inc. is a Richmond-based RIA. The firm has been operating for 19 years. Managing $26.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Estate Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$26.1M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
15.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Harbor value
Custodian
Radial Unison north
Investment Vehicles
Insight north Frontier pioneer
Services
Element frontier Radial Peak pioneer
Technology
Timber
Owner & Executives
J
JEFFREY RICHARD GOODSTEIN
President
- CRD
- #1388538
- Ownership
- 75% or more
(729) 551-2499
momentum.crest@catalystcapital.com
in linkedin.com/in/horizon-vertex
Showing 1 of 1 owners & executives
Unlock allContacts
H
HENRY GRAYSON GOODSTEIN
President
- CRD
- #6101944
(914) 518-4346
ember.oak@quantumcapital.com
in linkedin.com/in/alpha-fusion
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,103,724 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,103,724 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,103,724
Equity - Exchange:
17.9% U.S. Government/Agency:
53.2% Public Funds:
28.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $195,876,166 | 17.9% |
| U.S. Government/Agency | $582,157,097 | 53.2% |
| Public Funds | $316,246,994 | 28.9% |
| Total | $1,094,280,257 | 100.0% |