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Philip Isaac Frank

Insight Asset Management

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About Philip Isaac Frank

Philip Isaac Frank is an Investment Adviser Representative with Insight Asset Management LLC. Philip has been with Insight Asset Management since August 2003. Philip previously worked at Jolson Merchant Partners and Thomas Weisel Partners LLC. Philip is registered with the state of California. Philip has passed the Series 63, Series 65 and Series 7 exams. Philip specializes in financial planning, portfolio management for individuals and portfolio management for businesses. Philip's clients include individuals, trusts and other businesses. Philip's firm provides financial planning and portfolio management services. Philip's firm manages discretionary and non-discretionary accounts.

Firm Information

Philip Frank is currently registered with Insight Asset Management. Insight Asset Management is an investment advisor registered with the SEC that provides financial planning, portfolio management for individuals and businesses, and publication of periodicals. As of 2023, the firm manages approximately $13 million in assets for 30 clients, including trusts, high-net-worth individuals, and other individuals.

$13.02M

Assets Under Management

33

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Philip Frank’s Registration & Firm History

NY

02/03/2004 - Present

Insight Asset Management (NEW YORK NY)

CA

03/30/2001 - 09/17/2001

JOLSON MERCHANT PARTNERS (SAN FRANCISCO CA)

CA

03/22/2000 - 02/12/2001

THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 11/05/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/16/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/20/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip Isaac Frank.
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