Financial Insights Inc
● SEC registered since 1984CRD 108797SEC# 801-21624Tacoma, WA
Reg. AUM
$746.7M
Employees
16
Accounts
768
Location
Tacoma, WA
Financial Insights Inc assets under management
Financial Insights Inc is an investment advisory firm registered with the SEC based in Tacoma, WA. The firm has been registered since 1984. It reports $746.7 million in regulatory assets under management and employs 16 people.
Financial Insights Inc owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Han Hensley | Vice President & Wealth Advisor | 5-10% | 2023 |
| Alexandria Anne Kemp Control | Chief Executive Officer | Over 75% | 2022 |
| Daniel Joseph McCaffrey | Sr. Portfolio Manager | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Financial Insights Inc manage?
Financial Insights Inc reports $746.7 million in regulatory assets under management on its Form ADV.
How many employees does Financial Insights Inc have?
Financial Insights Inc reports 16 employees.
Where is Financial Insights Inc located?
Financial Insights Inc is based in Tacoma, WA and has been SEC-registered since 1984.
Does Financial Insights Inc disclose fund performance?
Financial Insights Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1551 Broadway, Suite 600, Tacoma, WA 98402 |
| Phone | (253) 627-6010 |
| Fax | (253) 627-6097 |
| Office hours | M-Th, 8a.m.-5p.m.; F, 8a.m.-1p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$746.7M▼ 5%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$746.7Mregulatory AUM
Discretionary $708.5MNon-discretionary $38.3M