Philip Frank
Insight Asset Management · New York, New York
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.
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Facts
| Firm | Insight Asset Management |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $15.2M across 29 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4033599 |
| Exams passed | Series 63 (2000) · Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | insight-asset-management-llc.blogspot.com |
How Philip's firm compares
- Insight Asset Management's average account is about $523,000, from its Form ADV (assets managed divided by 29 accounts).
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Questions about Philip
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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