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Insight Investment Advisers LLC

Insight Investment Advisers LLC. CRD 286497

Insight Investment Advisers LLC logo

CRD: 286497

Insight Investment Advisers LLC

Leawood, KS, 66211
9138000954
www.investwithinsight.com
$71.7M Total AUM
$71.7M Disc. AUM
-- 3Y CAGR
5 Employees
145 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Community National Bank
Clients
Retail and Institutional
Platforms
BridgeCrest vital
Established Date
02-24-2017
Office Locations
2

Office Locations

200 South Executive Drive Suite 101 Brookfield WI
5251 W 116th Place, Suite 200 Leawood KS

About Insight Investment Advisers LLC

Insight Investment Advisers helps investment property owners (including landlords, farmers, and business owners) plan exits using 1031 exchanges and Delaware Statutory Trusts to defer taxes and shift to passive real estate. The firm also provides broader financial planning and investing, including portfolio risk assessments, with Charles Schwab as a listed custodian. It runs the Retiring Real Estate Investor Podcast featuring sponsors, CPAs, and attorneys.

Team overview

42 AVG AGE
$23.9M AVG AUM / ADVISOR
$494.7K AVG AUM / CLIENT
6.8 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
9yrs Firm Age

Insights

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Accredited Investors

Focus Legacy momentum

Asset Classes

Foundation Vertex Foundation Wave Peak Harbor frontier Frontier Catalyst

Client Personas

Peak

Custodian

Eagle pathway Harbor Matrix Catalyst Ridge Atlas vital Ridge Radial Delta capital

Fund Managers

Timber

Investment Themes

Optima North Crest Momentum wave

Investment Vehicles

Ridge signal Glacier catalyst Wave unison

Platform

Momentum harbor

Services

Vector Signal vertex Legacy Unison timber Timber Ember unison Frontier pathway

Technology

Beacon pioneer Summit timber

Owner & Executives

J

JOSHUA BRYAN WRIGHT

Advisor, Chief Compliance Officer, Manager

CRD
#4664392
Ownership
75% or more
(691) 806-1808
signal.pioneer@bridgecapital.com
in linkedin.com/in/atlas-glacier

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Contacts

Brandon John Bruckman

Brandon John Bruckman

--

CRD
#6922759
(790) 602-4531
pathway.peak@glaciercapital.com
in linkedin.com/in/vector-frontier
Julia Gigliotti Fritzlen

Julia Gigliotti Fritzlen

--

CRD
#7727301
(649) 394-7983
unison.vital@focuscapital.com
in linkedin.com/in/glacier-frontier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $71,736,603 --
Non-Discretionary $0 --
Total $71,736,603 --

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Separately Managed Accounts

Total SMA Asset: $71,736,603

$71.7M Total SMA
Equity - Exchange:
13.7%
Public Funds:
18.7%
Other:
26.5%
Cash:
24.9%
Equity - OTC:
16.2%
Asset class Assets Assets %
Equity - Exchange $699,331,863 13.7%
Public Funds $954,562,470 18.7%
Other $1,352,722,217 26.5%
Cash $1,271,048,423 24.9%
Equity - OTC $826,947,166 16.2%
Total $5,104,612,139 100.0%

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