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INSIGHT FINANCIAL
INSIGHT FINANCIAL, INC.
CRD 286467
7307 SW BEVELAND ROAD, SUITE 200, TIGARD, OR, 97223, United States
Phone
509-994-6465
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$35.4M
Discretionary AUM
$12.4M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersMANAGER OF 144A OFFERINGS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $6.5M |
| Pension/profit sharing plans | 25 | $12.4M |
All web addresses on file
Official SEC filing: View on IAPD