$35.4M Total AUM
$12.4M Disc. AUM
-- 3Y CAGR
2 Employees
65 ADV. Clients
9 yrs Firm Age
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- Custodian
- ADP · Charles Schwab & Company · Transamerica
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-15-2017
- Office Locations
- 2
Office Locations
7307 SW Beveland Road Suite 200 Tigard OR
-- Vancouver WA
About Insight Financial
Insight Financial is a Tigard, Oregon-based RIA serving retail and institutional clients across the Pacific Northwest. The firm provides financial planning, tax planning, portfolio construction, insurance and succession planning, and supports socially responsible investing. In reported SMA assets, ETFs are the primary investment vehicle, and the practice works with custodians including Charles Schwab.
Team overview
52 AVG AGE
$17.7M AVG AUM / ADVISOR
$544.6K AVG AUM / CLIENT
6.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
Available
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Accredited Investors
Available
Client Personas
Available
Custodian
Available
Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
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LITONYA MIA ALLEN
Vice President
- CRD
- #6617305
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ERIK C BLOOMFELDT
Founder
- CRD
- #5599348
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,400,000 | -- |
| Non-Discretionary | $23,000,000 | -- |
| Total | $35,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Private Funds:
Available U.S. Government/Agency:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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