Insight Investment Solutions

Insight Investment Solutions (CRD# 165889) is a financial advisory firm headquartered in Eugene, OR. They manage $3,953,587 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $131,786
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Insight Investment Solutions
Showing 1 - 1 of 1 top financial advisors.
1
Steven R. Curtis
CRD#: 6130251
Eugene, OR
90
Wealthminder
score

Steven Curtis (CRD# 6130251) is an Investment Advisor Representative working at Insight Investment Solutions in Eugene, OR and has over 4 years of experience in the finance industry.

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