FINANCIAL INSIGHTS INC
C37
CRD 108797·SEC 801-21624·TACOMA, WA
AUM
$746.7M
$500M-$1B
Est. Revenue
$7.5M
@ 1% on AUM
Est. EBITDA
$2.2M
@ 30% margin
Est. Deal Value
$17.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $368.0M
'21 · $426.2M
'22 · $461.8M
'23 · $533.6M
'25 · $662.7M
'26 · $746.7M
'20'26
$368.0M → $746.7M▲ +103%
Operations
Advisory staff (5-yr trend)
'20 · 7 advisors
'21 · 10 advisors
'22 · 9 advisors
'23 · 9 advisors
'25 · 9 advisors
'26 · 6 advisors
'20'26
7 advisors → 6 advisors▼ -14%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
1551 BROADWAYSUITE 600TACOMA, WA 98402
Business
1551 BROADWAYSUITE 600TACOMA, WA 98402
Edgar Recent Filings
13F-HR2026-05-19 · 0001642058-26-000004
13F-HR2026-04-01 · 0001085146-26-000292