Insight Investment Solutions

Insight Investment Solutions (CRD# 165889) is a financial advisory firm headquartered in Eugene, OR. They manage $27,032,495 in 113 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2191 Monroe St., Eugene, OR 97405
http://www.insighttaxsolutions.com
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    113
    ACCOUNTS
  • Average Account Value
    $239,226
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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 Curtis, financial advisor Eugene OR
Steven R. Curtis
CRD#: 6130251
Eugene, OR

Steven Curtis (CRD# 6130251) is an Investment Advisor Representative working at Insight Investment Solutions in Eugene, OR and has over 11 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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