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FINANCIAL INSIGHTS
1551 Broadway
Suite 600
Tacoma, Washington 98402
Tel: (253) 627-6010
About FINANCIAL INSIGHTS
FINANCIAL INSIGHTS, formally registered with the SEC as FINANCIAL INSIGHTS. The firm was established in 06/26/1984. They have over 1 offices throughout the country.
FINANCIAL INSIGHTS is a Tacoma, Washington based Financial Planning firm with nearly $789,094,694 assets under management, offering retirement planning & investment advisory services to 2079 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108797 |
| SEC# | 801-21624 |
| Assets Managed by Firm | $789,094,694 |
| No. of Clients | 2079 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Hourly charges
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2079 | $789,094,694 |
| Individuals (other than high net worth individuals) | 526 | $170,554,857 |
| High net worth individuals | 224 | $612,791,055 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,852,847 |
| Charitable organizations | 5 | $1,895,935 |
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|---|---|---|---|
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