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).
Total Assets Under Management848MILLION
Total Number of Accounts1,772ACCOUNTS
Average Account Value$478,663
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, NV, TX, UT, WA, WY