Financial Insights Inc

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Assets, Funds, Holdings

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Financial Insights Inc
CRD #108797
SEC #801-21624
CIK #
AUM $368.0 MM (100% Disc, 100% US, 2019-08-01)
Employees18 (39% Investors, 0% Brokers)
Phone253-627-6010
Address3110 Ruston Way, Suite C
Tacoma, WA 98402-5308
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
3702962221487402000200620132020
Comparable Firms State AUM ($BB)
Freedman Financial Associates Inc
MA 0.4
Koesten Hirschmann & Crabtree Inc
KS 0.4
Point View Wealth Management Inc
NJ 0.4
Partnersinwealth Inc
TX 0.4
Dendron Advisors LLC
NY 0.4
ABN AMRO Financial Services Inc
IL 0.4
Venture Securities Corp
PA 0.4
Matthew Goff Investment Advisor LLC
TX 0.4
SBU Bank Trust Department
NY 0.4
Joslin Capital Advisors LLC
WA 0.3
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