FINANCIAL INSIGHTS, INC.

HTTP://FINANCIALINSIGHTS.NET TACOMA, WA How do I update this listing?

Financial Insights is based out of Tacoma. Financial Insights is a large advisory firm with 292 clients and discretionary assets under management (AUM) of $330,515,440 (Form ADV from 2018-12-17). Their last reported 13F filing for Q4 2018 included $89,568,000 in managed 13F securities and a top 10 holdings concentration of 66.96%. Financial Insights's largest holding is JPMorgan Global Bond Opportunities ETF with shares held of 178,653. Whalewisdom has at least 1 13F filings

Download 13F Summary to Excel Create Email Alert

12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time


Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

FINANCIAL INSIGHTS INC
3110 RUSTON WAY, SUITE C
TACOMA WA    98402-5308
Country: United States

Business Phone: 253-627-6010
Fax: 253-627-6097
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: WA
Number of employees: 13
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 292
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

Elevate your investments