Financial Insights Wealth Management

RIASEC Registered

Total AUM

$747M

Discretionary

$708M

95% of AUM

Avg account

$972K

Accounts

768

Employees

Advisory reps

Firm details

Headquarters: Tacoma, Washington
CRD number: 108797
Registered since: June 26, 1984
Website: www.financialinsights.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI78.65%
Individuals20.92%
Pension & Profit Sharing Plans0.28%
Charitable Organizations0.15%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Financial Insights Wealth Management is an independent, privately owned registered investment adviser; it has been SEC-registered since 1984. The firm works with both individual and family clients as well as institutional accounts, and it describes itself as a capital allocator that also helps select outside managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting services, and educational seminars. Fee arrangements combine AUM-based fees with hourly charges. The firm indicates active consideration of environmental, social and governance (ESG) factors in its investment process.