Insight Financial
Insight Financial (CRD# 286467) is a financial advisory firm headquartered in Tigard, OR. They manage $24,900,000 in 84 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management25MILLION
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Total Number of Accounts84ACCOUNTS
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Average Account Value$296,429
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
OR, WA
Litonya Allen (CRD# 6617305) is an Investment Advisor Representative working at Insight Financial in Tigard, OR and has over 7 years of experience in the finance industry.
Erik Bloomfeldt (CRD# 5599348) is an Investment Advisor Representative working at Insight Financial in Tigard, OR and has over 15 years of experience in the finance industry.
Hanshal Anguluri (CRD# 7884145) is an Investment Advisor Representative working at Insight Financial in Tigard, OR and has 1 year of experience in the finance industry.
Nathan Skuza (CRD# 7646977) is an Investment Advisor Representative working at Insight Financial in Olympia, WA and has over 2 years of experience in the finance industry.