FINANCIAL INSIGHTS INC of TACOMA, WA is an SEC-registered investment adviser (CRD 108797). Regulatory assets under management: $746.7M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Dorothy Anne Lewis | FOUNDER | — |
| Alexandria Anne Kemp | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | — |
| Daniel Joseph Mccaffrey | SENIOR PORTFOLIO MANAGER; SR. PORTFOLIO MANAGER | — |
| Jordan Ford | CHIEF COMPLIANCE OFFICER & DIRECTOR OF BUSINESS OPERATIONS | — |
| LEWIS DOROTHY ANNE | CEO & FOUNDER; FOUNDER; PRESIDENT (+2 more) | — |
| LANG TERRY LYNN | CHIEF COMPLIANCE OFFICER | — |
| LANG TERRY L | CHIEF COMPLIANCE OFFICER | — |
| MULLENAX MARILYN ANN | CHIEF COMPLIANCE OFFICER | — |
| CRISS ALEXANDRIA A | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER; CHIEF EXECUTIVE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Babbitt Brian Arthur | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | — |
| Kemp Alexandria Anne | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | — |
| Alan Han Hensley | VICE PRESIDENT & WEALTH ADVISOR | — |