Overview
Assets Under Management: $705 million
Headquarters: SALT LAKE CITY, UT
High-Net-Worth Clients: 312
Average Client Assets: $2.0 million
Frequently Asked Questions
THE INSIGHT GROUP, INC. 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 #117936), THE INSIGHT GROUP, INC. is subject to fiduciary duty under federal law.
THE INSIGHT GROUP, INC. is headquartered in SALT LAKE CITY, UT.
THE INSIGHT GROUP, INC. serves 312 high-net-worth clients according to their SEC filing dated October 18, 2018. View client details ↓
According to their SEC Form ADV, THE INSIGHT GROUP, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
THE INSIGHT GROUP, INC. manages $705 million in client assets according to their SEC filing dated October 18, 2018.
According to their SEC Form ADV, THE INSIGHT GROUP, INC. 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: 312
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.33%
Average Client Assets: $2.0 million
Total Client Accounts: 1,515
Discretionary Accounts: 1,336
Non-Discretionary Accounts: 179
Regulatory Filings
CRD Number: 117936
Filing ID: 1246749
Last Filing Date: 2018-10-18 18:43:00