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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Insights Inc
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|---|---|
| CRD # | 108797 |
| SEC # | 801-21624 |
| CIK # | 0001642058 |
| AUM | $662.7 M (2025-05-07) |
| Employees | 13 (69% Investors, 0% Brokers) |
| Phone | 253-627-6010 |
| Address | 1551 Broadway Tacoma, WA 98402 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 24.0 | ||
| Apple Inc | 10.0 | ||
| Global MOFY Metaverse Ltd | 6.6 | ||
| Amazon Com Inc | 2.7 | ||
| Costco Wholesale Corp /NEW | 2.4 | ||
| Nvidia Corp | 2.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 620 | 208.3 |
| (b) Individuals (high net worth individuals) | 214 | 453.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,950 | 662.7 |
| By Discretionary | ||
| Discretionary | 1,923 | 635.9 |
| Non-Discretionary | 27 | 26.8 |
| Total | 1,950 | 662.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 662.7 | |
| Total | 1,950 | 662.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001642058] |
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|---|---|---|
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WA | 0.7 |
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Flynn Zito Capital Management LLC
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NY | 0.7 |
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PA | 0.7 |
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Singer Wealth Advisors LLC
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Creative Capital Management Investments LLC
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CA | 0.7 |
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Highline Wealth Partners LLC
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Copper Harbor Investment Advisors LLC
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WI | 0.7 |
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Duncan & Haley Ltd
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WA | 0.7 |
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Strategic Planning Group LLC
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UT | 0.7 |
|
CornerStone Planning Group Inc
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NJ | 0.7 |