| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexandria Anne Kemp Control | Chief Executive Officer & Chief Compliance Officer | Over 75% | 2022 |
| Daniel Joseph McCaffrey | Senior Portfolio Manager | Under 5% | 2024 |
| Dorothy Anne Lewis | Founder | 5-10% | 1981 |
Financial Insights Inc reports $662.7 million in regulatory assets under management on its Form ADV.
Financial Insights Inc reports 13 employees.
Financial Insights Inc is based in Tacoma, WA and has been SEC-registered since 1984.
Financial Insights Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1551 Broadway, Suite 600, Tacoma, WA 98402 |
| Phone | (253) 627-6010 |
| Fax | (253) 627-6097 |
| Office hours | M-Th, 8a.m.-5p.m.; F, 8a.m.-1p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $635.9M |
| Non-discretionary | $26.8M |
| Total (RAUM) | $662.7M |