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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 $621,063,446 assets under management, offering retirement planning & investment advisory services to 2048 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 108797 |
| SEC# | 801-21624 |
| Assets Managed by Firm | $621,063,446 |
| No. of Clients | 2048 |
| No. of Advisors | 17 |
Fee Structure
- A Percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2048 | $621,063,446 |
| Individuals (other than high net worth individuals) | 545 | $179,607,880 |
| High net worth individuals | 174 | $435,958,707 |
| Pension and profit sharing plans | $3,458,478 | |
| Charitable organizations | 5 | $2,038,381 |
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