RIA Intel›Advisers›Massachusetts›INSIGHT FINANCIAL STRATEGISTS, LLC

INSIGHT FINANCIAL STRATEGISTS, LLC

Advisory

NEWTON, MA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in MA

#1,289

of 1,590 advisers by AUM

Average account

$331K

across 84 accounts

AUM per adviser

$9M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$28M

Discretionary AUM$28M

Non-Discretionary AUM$92K

Discretionary %99.7%

Total Clients24

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDE, MA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

24 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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