FINANCIAL INSIGHTS INC
SEC file number 801-21624
· TACOMA, WA
https://insights.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$789.1M
Discretionary AUM
$789.1M
Employees
16
Clients
—
Firm
- Address
- 1551 BROADWAY
TACOMA, WA 98402 - Phone
- —
- Website
- https://insights.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- IMA Financial Group, Inc. Medium name-match confidence · CIK 1673769 · KS
- IFAN Financial, Inc Medium name-match confidence · CIK 1538123 · MI
- M FINANCIAL HOLDINGS INC Medium name-match confidence · CIK 1047852 · OR
- W FINANCIAL FUND, LP Medium name-match confidence · CIK 1248244 · NY
- F&M FINANCIAL CORP Medium name-match confidence · CIK 802119 · TN
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IMA Financial Group, Inc. · D · Sep 14, 2026$1.7M
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IMA Financial Group, Inc. · D · May 12, 2026$4.1M
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M FINANCIAL HOLDINGS INC · D · Mar 13, 2026$8.9M
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IMA Financial Group, Inc. · D · Jan 30, 2026$4.2M
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IMA Financial Group, Inc. · D · Jan 30, 2026$1.2M
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IMA Financial Group, Inc. · D · Jan 29, 2026$86.9M
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W FINANCIAL FUND, LP · D/A · Jan 23, 2026
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F&M FINANCIAL CORP · D · Jul 16, 2025$60M
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M FINANCIAL HOLDINGS INC · D · Mar 17, 2025$6.8M
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W FINANCIAL FUND, LP · D/A · Jan 29, 2025