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 registered investment adviser operating as a corporation and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, and it acts as a capital allocator to third‑party managers. Service lines emphasize financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and adviser selection, together with educational seminars and workshops. Compensation includes percentage-of-AUM fees and hourly charges. The firm identifies as an active ESG investor and uses third‑party managers for portions of its exposure. It is not a multi‑state adviser and has been SEC‑registered since 1984.
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 1
Alexandria Kemp
CEOCRD 6209364
Contacts
3 of 7
Amanda Burrows
Wealth AdvisorCRD 5744738
Dorothy Lewis
FounderCRD 1042516
Alan Hensley
Associate Wealth AdvisorCRD 5379067
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 110Active vs passive
$394M in ETFs
63%
$247M
8%
$147M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $47.7M | 542,614 | 12.09% |
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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