# INSIGHT FINANCIAL

INSIGHT FINANCIAL of TIGARD, OR is an SEC-registered investment adviser.

## Registration

- CRD: 286467
- Type: SEC-registered investment adviser
- Location: 7307 SW BEVELAND ROAD, TIGARD, OR, 97223
- Phone: 509-994-6465
- Latest filing: 2026-03-13
- Regulatory AUM: $35.4M
- Discretionary AUM: $12.4M
- Non-discretionary AUM: $23.0M
- Clients: 2
- Accounts: 109

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286467/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286467/similar
- Related entities: https://search.stillhousedata.com/firm/286467/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286467

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.