FINANCIAL INSIGHTS - Financial Advisor in Washington, Tacoma

Tel: (253) 627-6010 1551 Broadway Suite 600 Tacoma, Washington 98402

About FINANCIAL INSIGHTS

FINANCIAL INSIGHTS is a Tacoma, Washington based financial advisory firm with nearly $789,094,694 in assets under management and provides investment advisory services for 2079 clients. There are currently 16 financial advisors at the firm.

General Information

Firm CRD#:

108797

Firm SEC#:

801-21624

Assets Under Management:

$789,094,694

No. of Clients:

2079

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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801-68118

$1,640,640,791

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127471

801-62490

$1,026,456,829

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1049

$471,863,340

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801-129572

336

$275,475,745

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801-100396

651

$273,837,629

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332062

801-130876

292

$237,668,000

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801-117720

474

$199,442,103

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801-114815

367

$149,371,254

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