# INSIGHT FINANCIAL STRATEGISTS

INSIGHT FINANCIAL STRATEGISTS of NEWTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 165125
- Type: SEC-registered investment adviser
- Location: 29 CRAFTS STREET, NEWTON, MA, 02458
- Phone: 781 489 3994
- Latest filing: 2026-03-23
- Regulatory AUM: $27.8M
- Discretionary AUM: $27.7M
- Non-discretionary AUM: $92K
- Clients: 3
- Accounts: 84

## Business model

- Compensation: % of AUM, Hourly, Fixed, Subscription
- Clients served: Individuals, High net worth, Corporations

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165125/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165125/similar
- Related entities: https://search.stillhousedata.com/firm/165125/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165125

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.