# Philip Frank

> Philip Frank is a fee-only financial advisor at Insight Asset Management in New York, New York. Insight Asset Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/philip-frank/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Insight Asset Management
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $15.2M across 29 accounts
- **CRD:** 4033599 (https://adviserinfo.sec.gov/individual/summary/4033599)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2000), Series 65 (2003)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** http://insight-asset-management-llc.blogspot.com/

## Frequently asked questions

### Is Philip Frank a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and Insight Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Philip charge for financial advice?

Philip's firm, Insight Asset Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Philip Frank based?

Philip Frank is based in New York, New York.

### Is Philip Frank registered with the SEC?

Yes. Philip Frank is registered as an investment adviser representative in CA (CRD 4033599), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Insight Asset Management manage?

Insight Asset Management reports $15.2M across 29 accounts in assets under management.

### How do I contact Philip Frank?

Through Philip's website, insight-asset-management-llc.blogspot.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4033599): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.