Active
FINANCIAL INSIGHTS WEALTH MANAGEMENT
Investment Advice|TACOMA, WA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$662.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 635.9M |
| Non-Discretionary | 26.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 108797 |
| SEC Number | 801-21624 |
| Street Address | 1551 BROADWAY |
| Street Address 2 | SUITE 600 |
| Location | TACOMA, WA 98402 |
| Country | United States |
| Phone | (253) 627-6010 |
| Fax | (253) 627-6097 |
| Total Employees | 13 |
Client Count by Type (839 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 620 |
| High Net Worth Individual… | 214 |
| Charitable Organizations | 5 |
Community Partners
CITY OF BONNEY LAKE
CITY OF DUPONT
CITY OF EDGEWOOD
CITY OF FIFE
CITY OF FIRCREST
CITY OF GIG HARBOR
CITY OF LAKEWOOD
CITY OF MILTON
CITY OF ORTING
CITY OF PUYALLUP
CITY OF ROY
CITY OF SUMNER
CITY OF TACOMA
CITY OF UNIVERSITY PLACE
COUNTY OF PIERCE
GATEWAY GROUP OF TACOMA
GIG HARBOR PENINSULA AREA CHAMBER OF COMMERCE
PORT OF TACOMA USA
TACOMA-PIERCE COUNTY HEALTH
TOWN OF CARBONADO
CITY OF BONNEY LAKE
CITY OF DUPONT
CITY OF EDGEWOOD
CITY OF FIFE
CITY OF FIRCREST
CITY OF GIG HARBOR
CITY OF LAKEWOOD
CITY OF MILTON
CITY OF ORTING
CITY OF PUYALLUP
CITY OF ROY
CITY OF SUMNER
CITY OF TACOMA
CITY OF UNIVERSITY PLACE
COUNTY OF PIERCE
GATEWAY GROUP OF TACOMA
GIG HARBOR PENINSULA AREA CHAMBER OF COMMERCE
PORT OF TACOMA USA
TACOMA-PIERCE COUNTY HEALTH
TOWN OF CARBONADO
CITY OF BONNEY LAKE
CITY OF DUPONT
CITY OF EDGEWOOD
CITY OF FIFE
CITY OF FIRCREST
CITY OF GIG HARBOR
CITY OF LAKEWOOD
CITY OF MILTON
CITY OF ORTING
CITY OF PUYALLUP
CITY OF ROY
CITY OF SUMNER
CITY OF TACOMA
CITY OF UNIVERSITY PLACE
COUNTY OF PIERCE
GATEWAY GROUP OF TACOMA
GIG HARBOR PENINSULA AREA CHAMBER OF COMMERCE
PORT OF TACOMA USA
TACOMA-PIERCE COUNTY HEALTH
TOWN OF CARBONADO
Municipal Government
25 Active
25
Organizations
ANDERSON ISLAND PARKS AND RECREATION DISTRICT
ASHFORD WATER DISTRICT
BURNETT WATER DISTRICT
CENTRAL PIERCE FIRE AND RESCUE
CENTRAL PIERCE FIRE & RESCUE
CLEAR LAKE WATER DISTRICT
CRYSTAL MOUNTAIN SEWER DISTRICT
EAST GIG HARBOR WATER DISTRICT
EAST PIERCE FIRE & RESCUE
ELBE WATER AND SEWER DISTRICT
ELKHORN WATER DISTRICT
FIRE DISTRICT 16
GREATER TACOMA REGIONAL CONVENTION CENTER PUBLIC FACILITIES DIST
HOUSE OF MATTHEW PERMANENT & SUPPORTIVE HOUSING
KAPOWSIN WATER DISTRICT
KEY PENINSULA METROPOLITAN PARK DISTRICT
KOPACHUCK RIDGE ESTATES WATER DISTRICT
LAKEWOOD WATER DISTRICT
MCKENNA WATER DISTRICT
PENINSULA METROPOLITAN PARK DISTRICT
ANDERSON ISLAND PARKS AND RECREATION DISTRICT
ASHFORD WATER DISTRICT
BURNETT WATER DISTRICT
CENTRAL PIERCE FIRE AND RESCUE
CENTRAL PIERCE FIRE & RESCUE
CLEAR LAKE WATER DISTRICT
CRYSTAL MOUNTAIN SEWER DISTRICT
EAST GIG HARBOR WATER DISTRICT
EAST PIERCE FIRE & RESCUE
ELBE WATER AND SEWER DISTRICT
ELKHORN WATER DISTRICT
FIRE DISTRICT 16
GREATER TACOMA REGIONAL CONVENTION CENTER PUBLIC FACILITIES DIST
HOUSE OF MATTHEW PERMANENT & SUPPORTIVE HOUSING
KAPOWSIN WATER DISTRICT
KEY PENINSULA METROPOLITAN PARK DISTRICT
KOPACHUCK RIDGE ESTATES WATER DISTRICT
LAKEWOOD WATER DISTRICT
MCKENNA WATER DISTRICT
PENINSULA METROPOLITAN PARK DISTRICT
ANDERSON ISLAND PARKS AND RECREATION DISTRICT
ASHFORD WATER DISTRICT
BURNETT WATER DISTRICT
CENTRAL PIERCE FIRE AND RESCUE
CENTRAL PIERCE FIRE & RESCUE
CLEAR LAKE WATER DISTRICT
CRYSTAL MOUNTAIN SEWER DISTRICT
EAST GIG HARBOR WATER DISTRICT
EAST PIERCE FIRE & RESCUE
ELBE WATER AND SEWER DISTRICT
ELKHORN WATER DISTRICT
FIRE DISTRICT 16
GREATER TACOMA REGIONAL CONVENTION CENTER PUBLIC FACILITIES DIST
HOUSE OF MATTHEW PERMANENT & SUPPORTIVE HOUSING
KAPOWSIN WATER DISTRICT
KEY PENINSULA METROPOLITAN PARK DISTRICT
KOPACHUCK RIDGE ESTATES WATER DISTRICT
LAKEWOOD WATER DISTRICT
MCKENNA WATER DISTRICT
PENINSULA METROPOLITAN PARK DISTRICT
Special District
53 Active
53
Organizations
BETHEL SCHOOL DISTRICT 403
CARBONADO HISTORIC SCHOOL DISTRICT 19
CARBONADO SCHOOL DISTRICT 19
CLOVER PARK SCHOOL DISTRICT 400
DIERINGER SCHOOL DISTRICT 343
EATONVILLE SCHOOL DISTRICT 404
FIFE SCHOOL DISTRICT 417
FRANKLIN PIERCE SCHOOL DISTRICT 402
ORTING SCHOOL DISTRICT 344
PENINSULA SCHOOL DISTRICT 401
PUYALLUP SCHOOL DISTRICT 3
STEILACOOM HISTORICAL SCHOOL DISTRICT 1
SUMNER SCHOOL DISTRICT 320
TACOMA SCHOOL DISTRICT 10
UNIVERSITY PLACE SCH DIST 83
BETHEL SCHOOL DISTRICT 403
CARBONADO HISTORIC SCHOOL DISTRICT 19
CARBONADO SCHOOL DISTRICT 19
CLOVER PARK SCHOOL DISTRICT 400
DIERINGER SCHOOL DISTRICT 343
EATONVILLE SCHOOL DISTRICT 404
FIFE SCHOOL DISTRICT 417
FRANKLIN PIERCE SCHOOL DISTRICT 402
ORTING SCHOOL DISTRICT 344
PENINSULA SCHOOL DISTRICT 401
PUYALLUP SCHOOL DISTRICT 3
STEILACOOM HISTORICAL SCHOOL DISTRICT 1
SUMNER SCHOOL DISTRICT 320
TACOMA SCHOOL DISTRICT 10
UNIVERSITY PLACE SCH DIST 83
BETHEL SCHOOL DISTRICT 403
CARBONADO HISTORIC SCHOOL DISTRICT 19
CARBONADO SCHOOL DISTRICT 19
CLOVER PARK SCHOOL DISTRICT 400
DIERINGER SCHOOL DISTRICT 343
EATONVILLE SCHOOL DISTRICT 404
FIFE SCHOOL DISTRICT 417
FRANKLIN PIERCE SCHOOL DISTRICT 402
ORTING SCHOOL DISTRICT 344
PENINSULA SCHOOL DISTRICT 401
PUYALLUP SCHOOL DISTRICT 3
STEILACOOM HISTORICAL SCHOOL DISTRICT 1
SUMNER SCHOOL DISTRICT 320
TACOMA SCHOOL DISTRICT 10
UNIVERSITY PLACE SCH DIST 83
School District
15 Active
15
Organizations
10 AND 90 FOUNDATION
127 WARHOUSE
14 HANGARS OWNERS ASSOCIATION C/O KEITH C ANDERSON
18-HOLE WOMENS GOLFING DIVISION OF THE RMG CLUB AT OAKBROOK
194TH RSW TOP THREE
1ST BN 5TH MARINES ASSOC
23RD INFANTRY REGIMENT TOMAHAWK ASSOCIATION
25TH STREET FOUNDATION
2673 LAKEWOOD WA
321 Buddy Fundraising
350 Tacoma
3RD FRIDAY DANCE
40 SOMETHING COWGIRLS SPANAWAY WA
41 & CHANGE INC
4-H CLUBS & AFFILIATED 4 H ORGAN
4-H CLUBS & AFFILIATED 4 H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
10 AND 90 FOUNDATION
127 WARHOUSE
14 HANGARS OWNERS ASSOCIATION C/O KEITH C ANDERSON
18-HOLE WOMENS GOLFING DIVISION OF THE RMG CLUB AT OAKBROOK
194TH RSW TOP THREE
1ST BN 5TH MARINES ASSOC
23RD INFANTRY REGIMENT TOMAHAWK ASSOCIATION
25TH STREET FOUNDATION
2673 LAKEWOOD WA
321 Buddy Fundraising
350 Tacoma
3RD FRIDAY DANCE
40 SOMETHING COWGIRLS SPANAWAY WA
41 & CHANGE INC
4-H CLUBS & AFFILIATED 4 H ORGAN
4-H CLUBS & AFFILIATED 4 H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
10 AND 90 FOUNDATION
127 WARHOUSE
14 HANGARS OWNERS ASSOCIATION C/O KEITH C ANDERSON
18-HOLE WOMENS GOLFING DIVISION OF THE RMG CLUB AT OAKBROOK
194TH RSW TOP THREE
1ST BN 5TH MARINES ASSOC
23RD INFANTRY REGIMENT TOMAHAWK ASSOCIATION
25TH STREET FOUNDATION
2673 LAKEWOOD WA
321 Buddy Fundraising
350 Tacoma
3RD FRIDAY DANCE
40 SOMETHING COWGIRLS SPANAWAY WA
41 & CHANGE INC
4-H CLUBS & AFFILIATED 4 H ORGAN
4-H CLUBS & AFFILIATED 4 H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
4121 Active
4121
Organizations
Community Partners140 organizations
COUNTY OF PIERCE
Municipal Government·TACOMA
GATEWAY GROUP OF TACOMA
Municipal Government·GIG HARBOR
GIG HARBOR PENINSULA AREA CHAMBER OF COMMERCE
Municipal Government·GIG HARBOR
PORT OF TACOMA USA
Municipal Government·TACOMA
TACOMA-PIERCE COUNTY HEALTH
Municipal Government·TACOMA
ASHFORD WATER DISTRICT
Special District·ASHFORD
BURNETT WATER DISTRICT
Special District·BUCKLEY
CENTRAL PIERCE FIRE & RESCUE
Special District·PUYALLUP
CLEAR LAKE WATER DISTRICT
Special District·EATONVILLE
CRYSTAL MOUNTAIN SEWER DISTRICT
Special District·ENUMCLAW
EAST GIG HARBOR WATER DISTRICT
Special District·GIG HARBOR
EAST PIERCE FIRE & RESCUE
Special District·BONNEY LAKE
ELBE WATER AND SEWER DISTRICT
Special District·ELBE
ELKHORN WATER DISTRICT
Special District·ORTING
FIRE DISTRICT 16
Special District·LAKEBAY
GREATER TACOMA REGIONAL CONVENTION CENTER PUBLIC FACILITIES DIST
Special District·TACOMA
HOUSE OF MATTHEW PERMANENT & SUPPORTIVE HOUSING
Special District·TACOMA
KAPOWSIN WATER DISTRICT
Special District·KAPOWSIN
KOPACHUCK RIDGE ESTATES WATER DISTRICT
Special District·GIG HARBOR
PIERCE COUNTY DRAINAGE DISTRICT 10
Special District·TACOMA
PIERCE COUNTY DRAINAGE DISTRICT 14
Special District·TACOMA
PIERCE COUNTY DRAINAGE DISTRICT 19
Special District·TACOMA
PIERCE COUNTY DRAINAGE DISTRICT 23
Special District·FIFE
PIERCE COUNTY DRAINAGE DISTRICT 25
Special District·PUYALLUP
PIERCE COUNTY DRAINAGE DISTRICT 26
Special District·SUMNER
PIERCE COUNTY FIRE DISTRICT
Special District·ASHFORD
PIERCE COUNTY FIRE PROTECTION DISTRICT 10
Special District·FIFE
PIERCE COUNTY FIRE PROTECTION DISTRICT 25
Special District·ENUMCLAW
PIERCE COUNTY FIRE PROTECTION DISTRICT 26
Special District·ENUMCLAW
PIERCE COUNTY HOUSING AUTHORITY
Special District·PUYALLUP
PIERCE TRANSIT
Special District·LAKEWOOD
TACOMA COMMUNITY REDEVELOPMENT AUTHORITY
Special District·TACOMA
CARBONADO HISTORIC SCHOOL DISTRICT 19
School District·CARBONADO
10 AND 90 FOUNDATION
Nonprofit Organization·Spanaway
127 WARHOUSE
Nonprofit Organization·Puyallup
14 HANGARS OWNERS ASSOCIATION C/O KEITH C ANDERSON
Nonprofit Organization·PUYALLUP
18-HOLE WOMENS GOLFING DIVISION OF THE RMG CLUB AT OAKBROOK
Nonprofit Organization·Lakewood
194TH RSW TOP THREE
Nonprofit Organization·TACOMA
1ST BN 5TH MARINES ASSOC
Nonprofit Organization·Bonney Lake
23RD INFANTRY REGIMENT TOMAHAWK ASSOCIATION
Nonprofit Organization·GIG HARBOR
25TH STREET FOUNDATION
Nonprofit Organization·Bonney Lake
2673 LAKEWOOD WA
Nonprofit Organization·TACOMA
321 Buddy Fundraising
Nonprofit Organization·Tacoma
350 Tacoma
Nonprofit Organization·Tacoma
3RD FRIDAY DANCE
Nonprofit Organization·TACOMA
40 SOMETHING COWGIRLS SPANAWAY WA
Nonprofit Organization·Eatonville
41 & CHANGE INC
Nonprofit Organization·GIG HARBOR
4-H CLUBS & AFFILIATED 4 H ORGAN
Nonprofit Organization·TACOMA
4-H CLUBS & AFFILIATED 4 H ORGANIZATIONS
Nonprofit Organization·tacoma
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·TACOMA
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·TACOMA
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Graham
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·tacoma
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·TACOMA
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Tacoma
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Gig HArbor
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Tacoma
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·TACOMA
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Tacoma
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·tacoma
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Tacoma
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Tacoma
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·tacoma
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·tacoma
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Tacoma
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·TACOMA
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·TACOMA
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·tacoma
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Tacoma
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·tacoma
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·tacoma
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·tacoma
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·tacoma
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Tacoma
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Tacoma
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Kapowsin
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·TACOMA
4-H CLUBS & AFFLIDATED 4-H ORGANIZATIONS
Nonprofit Organization·TACOMA
4-H CLUBS AND AFFILIATED 4-H CLUBS
Nonprofit Organization·tacoma
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·TACOMA
4TH WALL PLAYERS
Nonprofit Organization·TACOMA
5K FOR THE FALLEN A NONPROFIT CORPORATION
Nonprofit Organization·Orting
62 TROOP CARRIER WING MILITARY AIRLIFT WING ASSOCIATION
Nonprofit Organization·Gig Harbor