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).

Current Firm Details
7307 Sw Beveland Road, Suite 200, Tigard, OR 97223
http://www.insightria.com
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $296,429
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Insight Financial
Showing 1 - 4 of 4 top financial advisors.
1
Litonya Allen, financial advisor Vancouver WA
Litonya M. Allen
CRD#: 6617305
Vancouver, WA

Litonya Allen (CRD# 6617305) is an Investment Advisor Representative working at Insight Financial in Vancouver, WA and has over 7 years of experience in the finance industry.

2
Erik Bloomfeldt, financial advisor Tigard OR
Erik C. Bloomfeldt
CRD#: 5599348
7307 Sw Beveland Road, Suite 200, Tigard, OR 97223

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.

3
Hanshal Anguluri, financial advisor Tigard OR
Hanshal S. Anguluri
CRD#: 7884145
7307 Sw Beveland Road, Suite 200, Tigard, OR 97223

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.

4
Nathan Skuza, financial advisor Olympia WA
Nathan S. Skuza
CRD#: 7646977
Olympia, WA

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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