INSIGHT FINANCIAL

INSIGHT FINANCIAL of TIGARD, OR is an SEC-registered investment adviser (CRD 286467). Regulatory assets under management: $35.4M.

Registration

• CRD: 286467
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286467 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search