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
Insight Investment Solutions
By the Numbers
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Total Assets Under Management27MILLION
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Total Number of Accounts113ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR
Financial Advisors at Insight Investment Solutions
1
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.
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