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THE INSIGHT GROUP, INC.
SALT LAKE CITY, UT
801-944-7702
SEC #801-70424Total AUM
$848.2M
Employees
8Clients
452Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3115 E. LION LANE
SUITE 100
SALT LAKE CITY
UT 84121
United States
SUITE 100
SALT LAKE CITY
UT 84121
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
801-944-7702
Financials
Total AUM
$848.2M
Accounts
1,772Discretionary
$779.4M
Accounts
1,696Non-Discretionary
$68.8M
Accounts
76
Clients
Individual Clients
108AUM
$56.3M
HNW Individual Clients
251AUM
$734.6M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
41AUM
$52M
Charitable Organization Clients
45AUM
$5.2M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Other Clients
1AUM
$0
Description of Other Clients
0
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING ON INV. AND NON SECURITIES MATTERS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CANVTXUTWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.