Be advised. This firm is no longer registered.

Financial Insight Center

Financial Insight Center (CRD# 153610) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $419,957,327 in 3,525 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
3115 East Lion Lane, Suite 250, Salt Lake City, UT 84121
http://ficretire.com
By the Numbers
  • Total Assets Under Management
    420
    MILLION
  • Total Number of Accounts
    3,525
    ACCOUNTS
  • Average Account Value
    $119,137
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, ID, NV, TX, UT, WA, WY

Financial Advisors at Financial Insight Center
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals