FINANCIAL INSIGHTS WEALTH MANAGEMENT
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
FINTRXOverview
Financial Insights Wealth Management is an independent, privately owned registered investment adviser that has been operating since the 1980s. Structured as a corporation, the firm acts as a capital allocator for both individual/family and institutional clients, combining comprehensive financial planning with discretionary and non-discretionary portfolio management. Its advisory services include portfolio management for individuals, small businesses and institutions, selection of other advisers, pension-related work, and client education through seminars and workshops. Fee arrangements include asset-based fees and hourly charges. The firm identifies as an active ESG investor and frequently uses third-party managers to implement parts of its strategy.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities46%
- Public Funds/Mutual Funds43%
- Cash & Cash Equivalents8%
- State & Local Bonds3%
Owners & executives
1 of 1Alexandria Kemp
CEOCRD 6209364
Contacts
3 of 7JOHN WALSH
Wealth AdvisorCRD 1500930
Jordan Ford
Business Operations ManagerCRD 7911039
AMANDA BURROWS
Wealth AdvisorCRD 5744738
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 100Active vs passive
$325M in ETFs
65%
$211M
4%
$114M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $41M | 535,431 | 12.61% |
Location
TACOMA, WA
PIERCE
Location
TACOMA, WA
Headquartered in TACOMA, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- PIERCE
- Address
- 1551 Broadway
- Time zone
- PT (UTC-8)
- Office locations
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