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Daniel Joseph McCaffrey

Senior Portfolio ManagerFinancial Insights IncCRD 6629486

About Daniel Joseph McCaffrey

Daniel Joseph McCaffrey is listed as Senior Portfolio Manager at Financial Insights Inc in Tacoma, WA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Financial Insights Inc
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Daniel Joseph McCaffrey work?

Daniel Joseph McCaffrey is listed as Senior Portfolio Manager at Financial Insights Inc on SEC Form ADV.

How much of Financial Insights Inc does Daniel Joseph McCaffrey own?

Form ADV reports a beneficial ownership band of Under 5%.

Financial Insights Inc

TitleSenior Portfolio Manager
OwnershipUnder 5%
Control personNo
Since2024