Overview
Assets Under Management: $279 million
Headquarters: SALT LAKE CITY, UT
High-Net-Worth Clients: 136
Average Client Assets: $0.6 million
Frequently Asked Questions
FINANCIAL INSIGHT CENTER is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153610), FINANCIAL INSIGHT CENTER is subject to fiduciary duty under federal law.
FINANCIAL INSIGHT CENTER is headquartered in SALT LAKE CITY, UT.
FINANCIAL INSIGHT CENTER serves 136 high-net-worth clients according to their SEC filing dated April 11, 2018. View client details ↓
According to their SEC Form ADV, FINANCIAL INSIGHT CENTER offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
FINANCIAL INSIGHT CENTER manages $279 million in client assets according to their SEC filing dated April 11, 2018.
According to their SEC Form ADV, FINANCIAL INSIGHT CENTER serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 136
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.11%
Average Client Assets: $0.6 million
Total Client Accounts: 2,463
Discretionary Accounts: 2,356
Non-Discretionary Accounts: 107
Regulatory Filings
CRD Number: 153610
Filing ID: 1207660
Last Filing Date: 2018-04-11 09:46:00