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FINANCIAL INSIGHT CENTER
SALT LAKE CITY, UT
(801) 449-3239
SEC #801-71396Total AUM
$420M
Employees
13Clients
1,429Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3115 EAST LION LANE, SUITE 250
SALT LAKE CITY
UT 84121-3526
United States
SALT LAKE CITY
UT 84121-3526
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
(801) 449-3239
Other Offices
1
Financials
Total AUM
$420M
Accounts
3,525Discretionary
$365.5M
Accounts
3,439Non-Discretionary
$54.5M
Accounts
86
Clients
Individual Clients
1,166AUM
$225.1M
HNW Individual Clients
126AUM
$142.1M
Pension/Profit Sharing Plan Clients
133AUM
$52.6M
Charitable Organization Clients
4AUM
$102K
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
AKAZCACOIDNVTXUTWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.