Insight Securities, Inc.
● SEC registered since 1977CRD 5611SEC# 801-12999Highland Park, IL
Reg. AUM
$4.4M
Employees
25
Accounts
12
Location
Highland Park, IL
About Insight Securities
Insight Securities provides full-spectrum international brokerage and wealth management services as a broker-dealer and registered investment adviser. It positions its long operating history and multi-state registration as support for clients' global financial strategies.
Summary based on the firm’s website.
Insight Securities, Inc. assets under management
Insight Securities, Inc. is a registered investment adviser overseen by the SEC based in Highland Park, IL. The firm has been registered since 1977. It reports $4.4 million in regulatory assets under management and employs 25 people.
Insight Securities, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carlos Javier Legaspy Control | Principal, President, Ceo | Under 5% | 2020 |
| Intelligenics, Inc. | Holding Company/Stockholder | Over 75% | 2013 |
| James J Kim | Cco | Under 5% | 2020 |
| Michael Joseph Mr. Makula | Cfo, Finop | Under 5% | 2020 |
| Omar James Gaafar | Coo | Under 5% | 2020 |
| Banco San Juan Internacional Inc | Shareholder | 25-50% | 2022 |
| Carlos Javier Legaspy Control | Shareholder | 50-75% | 2019 |
Frequently asked questions
How much does Insight Securities, Inc. manage?
Insight Securities, Inc. reports $4.4 million in regulatory assets under management on its Form ADV.
How many employees does Insight Securities, Inc. have?
Insight Securities, Inc. reports 25 employees.
Where is Insight Securities, Inc. located?
Insight Securities, Inc. is based in Highland Park, IL and has been SEC-registered since 1977.
Does Insight Securities, Inc. disclose fund performance?
Insight Securities, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 600 Central Ave., Suite 293, Highland Park, IL 60035 |
| Phone | 224-632-4700 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$4.4M▼ 95%
Sep '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,369 advisers
EmployeesTop 20%
More than 80% of 16,804 advisers
Assets under management
$4.4Mregulatory AUM
Discretionary $4.4M