Insight Financial Services
Insight Financial Services is an SEC-registered mass-market adviser in Overland Park, KS with $213.8M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Insight Financial Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147518, SEC 801-111935, data through 2026-05-04.
- AUM (assets under management / regulatory AUM)
- $213.8M (2026-05-04)
- Firm type
- Mass-Market Adviser
- Location
- Overland Park, KS
- Employees
- 8
- Clients
- 444
- CRD
- 147518
- Ownership
- BROXTERMAN, LAWRENCE, WILLIAM; MARTINEZ, PEDRO, ANTONIO; STEPHENSON, KELLY, LYNN; PACER, DAVID, GREGORY; PACER FINANCIAL, LLC
How much AUM does Insight Financial Services have?
Insight Financial Services reported $213.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-04).
Who owns Insight Financial Services?
Disclosed owners and executives of Insight Financial Services include BROXTERMAN, LAWRENCE, WILLIAM, MARTINEZ, PEDRO, ANTONIO, STEPHENSON, KELLY, LYNN, PACER, DAVID, GREGORY, PACER FINANCIAL, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.