Insight Advisors Nw, LLC
Firm details
- Headquarters
- Beaverton, Oregon
- CRD number
- 165731
- Website
- www.insightadvisorsnw.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI71.1%
- Individuals28.9%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Insight Advisors Nw, LLC is an independent RIA organized as an LLC and registered in Oregon. The firm serves individual and family clients and operates as a capital allocator that both manages portfolios and selects outside managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Compensation is primarily a percentage-of-assets-under-management model supplemented by hourly charges. The firm does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds93%
- Cash & Cash Equivalents5%
- Exchange Traded Equities2%
Contacts
1 of 1Jody Duncan
Financial PlannerCRD 2910327
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beaverton, OR
Washington
Location
Beaverton, OR
Headquartered in Beaverton, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 11200 Sw Allen Blvd
- Time zone
- PT (UTC-8)
- Office locations
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