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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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