News & Articles

Perspective. Discipline. Stewardship.

07/23/2019

In July, the Financial Advisor magazine released the 2019 list of every Registered Investment Advisor across the United States. The components included in the ranking are the total assets under management (AUM), growth percentage, assets per client, growth percentage in assets per client, and the percent change in number of clients. IWP is pleased to be listed at #488, with our AUM over $331 million.

Insight Wealth Partners, LLC., Retirement Planning Service, Plano, TX