INSIGHT FINANCIAL STRATEGISTS

INSIGHT FINANCIAL STRATEGISTS of NEWTON, MA is an SEC-registered investment adviser (CRD 165125). Regulatory assets under management: $27.8M.

Registration

• CRD: 165125
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165125 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search