DA
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
22 advisors
Number of Clients
62 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$147.7M
Loading...
Advisor Information
Office location
600 Central Ave, Suite 293, Highland Park, IL, 60035
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Insight Securities, INC.
August 2020 - Present · 5 yrs 5 mos
Insight Securities, INC. Broker
April 2018 - Present · 7 yrs 9 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.