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Building 2FINANCIAL INSIGHTS WEALTH MANAGEMENT

Map pinTACOMA, WA
Phone(253) 627-6010
NotebookSEC #801-21624
Total AUM
$746.7M
Employees
16
Clients
775

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1551 BROADWAY
SUITE 600
TACOMA
WA 98402
United States
Operating Hours
M-TH, 8AM-5PM; F, 8AM-1PM
Monday - Friday
Phone
(253) 627-6010
Other Offices
1

ReceiptFinancials

Total AUM
$746.7M
Accounts
768
Discretionary
$708.5M
Accounts
761
Non-Discretionary
$38.3M
Accounts
7

ContactClients

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Individual Clients
533
AUM
$156.2M
HNW Individual Clients
235
AUM
$587.3M
Pension/Profit Sharing Plan Clients
1
AUM
$2.1M
Charitable Organization Clients
6
AUM
$1.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIDLAMTNEORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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