The Insight Group, Inc.

The Insight Group, Inc. (CRD# 117936) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $848,190,404 in 1,772 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    848
    MILLION
  • Total Number of Accounts
    1,772
    ACCOUNTS
  • Average Account Value
    $478,663
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NV, TX, UT, WA, WY

Financial Advisors at The Insight Group, Inc.
No Advisor Found.
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