I
$38.7M Total AUM
$38.7M Disc. AUM
-- 3Y CAGR
1 Employees
74 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Value
- Established Date
- 10-12-2012
- Office Locations
- 1
Office Locations
11200 SW Allen Blvd Suite 100 Beaverton OR
About Insight Advisors NW, LLC
Insight Advisors NW, LLC is a Beaverton/Portland-area RIA led by CFP professional Jody Duncan, providing independent, fee-based portfolio management and ongoing, individualized financial planning for families and small business owners. The practice has a dedicated process for women in transition and manages primarily public-fund portfolios with some ETF use, custodied at Schwab and Fidelity/NFS.
Team overview
-- AVG AGE
$38.7M AVG AUM / ADVISOR
$522.6K AVG AUM / CLIENT
13.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Momentum
Client Personas
Horizon alpha
Investment Themes
Glacier Foundation Peak
Investment Vehicles
Catalyst ember
Services
Crest Legacy Glacier Oak Meridian Harbor unison Pioneer Zenith oak
Technology
Element timber
Owner & Executives
J
JODY CATHERINE DUNCAN
Managing Member, Project Manager
- CRD
- #2910327
- Ownership
- 75% or more
(361) 692-4114
bridge.atlas@signalcapital.com
in linkedin.com/in/peak-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,671,836 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,671,836 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,671,836
Public Funds:
25.5% Cash:
53.4% Equity - Exchange:
21.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,159,905,515 | 25.5% |
| Cash | $2,428,978,609 | 53.4% |
| Equity - Exchange | $959,764,956 | 21.1% |
| Total | $4,548,649,080 | 100.0% |