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FINANCIAL INSIGHTS INC
FINANCIAL INSIGHTS INC
FINANCIAL INSIGHTS
TACOMA, Washington
·
4 registered advisors
·
CRD# 108797
SEC# 801-21624
0
(253) 627-6010
01
Firm Overview
AUM
$789M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FINANCIAL INSIGHTS INC
4 registered advisors
Alexandria Anne Kemp
TACOMA, Washington
CRD# 6209364
Brian Arthur Babbitt
TACOMA, Washington
CRD# 6578410
Dorothy Anne Lewis
TACOMA, Washington
CRD# 1042516
Marilyn Ann Mullenax
TACOMA, Washington
CRD# 4953072
05
Office Locations
TACOMA, Washington
4 advisors
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Data sourced from SEC Form ADV filings. FINANCIAL INSIGHTS INC (CRD# 108797) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.