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FINANCIAL INSIGHTS INC

Advisory

N·TACOMA, WA

Data as of Mar 20, 2026 · Source: SEC Form ADV

Total AUM

$747M

1-Year AUM Growth

-16.0%

3-Year CAGR

+7.4%

Employees

6

Assets Under Management

Total AUM$747M

Discretionary AUM$708M

Non-Discretionary AUM$38M

Discretionary %94.9%

Total Clients839

Team

Total Employees6

Investment Advisers16

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record64

First FilingJan 29, 2001

Latest FilingMar 20, 2026

🔒 Full AUM trend chart and 64 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FINANCIAL INSIGHTS INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.