FINANCIAL INSIGHTS INC
Doing business as FINANCIAL INSIGHTS WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$746,746,648
Discretionary
$708,479,942
Non-discretionary
$38,266,706
Firm details
- CRD number
- 108797
- SEC file number
- 801-21624
- Main office
- TACOMA, WA, United States
- Employees
- 16
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.