Insight 2811 Inc (Chicago)

Name: Insight 2811 Inc
Address: 141 W Jackson Blvd, Chicago, IL, 60604
Telephone: 312-429-0880

Insight 2811 Inc is a large advisory firm based in Chicago. It manages $183.98 million of regulatory assets for 584 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Florida, and 7 other states.

Insight 2811 provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and investment consulting. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Insight 2811: assets under management

The assets under management (AUM) of Insight 2811 Inc is $183.98 million. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $177.63 million in discretionary accounts and $6.35 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $312.18 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $423.39 thousand.

Investments

The firm invests in exchange traded securities the most. They account for 43% of the total AUM. The second-largest asset type is government bonds, which make up 35% of the firm’s portfolio. Investments in cash and cash equivalents form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Insight 2811 Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Arthur Edward Zaske serves?

The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Arthur Edward Zaske is high net worth individuals with 48 clients and $86.38 million of assets under management. Among the 9 most similar advisory firms, Insight 2811 has the 4th lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $182.55 million for 280 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Insight 2811 doesn't advise any private funds.

Careers at Insight 2811 Inc

The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Arthur Edward Zaske has been acting as President since 1 Mar 1997. Christopher Allen Recker has served as the Chief Investment Officer since 1 Aug 2016. Jeffrey Richardson Keen joined the executive team most recently as the Vice President Business Development.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Arthur Edward Zaske	President	1 Mar 1997	75% - 100%	475935
Bruce A. Margulis	Shareholder	1 Jul 2000	Other	4517989
R. Ralph Margulis	Shareholder	1 Jul 2000	Other	4371853
Frederick S. Rosenau	Shareholder	1 Oct 2001	Other	4517992
William Kevin Jenkins	Shareholder	1 Mar 2002	Other	1393894
Tarek Mustapha Abouljoud	Shareholder	1 Mar 2004	Other	2457530
Arthur Edward Zaske	Chief compliance officer	1 Oct 2004	75% - 100%	475935
Joseph Anthony Nathan	Shareholder	1 May 2006	Other	4993897
Harold Franklin Rossen	Principal	1 Aug 2008	Other	405311
Jeffrey Richardson Keen	Vice president business development	1 Dec 2012	Other	5719741
Michael James Lafontaine	Vice president business development	1 Dec 2012	Other	5142908
Dan Danzig	Chief operating officer	1 Dec 2012	Other	6118579
Christopher Allen Recker	Chief investment officer	1 Aug 2016	25% - 50%	4589014

Based in Chicago

The principal office where Insight 2811 Inc performs its advisory services is located at 141 W Jackson Blvd, Chicago, IL 60604, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-429-0880 or by fax 312-546-8011. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at azacapital.com.