Investment adviser · CRD 117936

THE INSIGHT GROUP, INC.

Investment adviser filing (IA)

SALT LAKE CITY, UT, United States · Form ADV filed Jun 23, 2020

Regulatory AUM: $848M
Client accounts: 1,772
Employees: 8
Advisory professionals: 8

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	251	$734,642,901	86.6%
Individuals	108	$56,291,325	6.6%
Retirement plans	41	$52,006,823	6.1%
Charities	45	$5,249,355	0.6%
Banks & thrifts	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%
Corporations & businesses	Fewer than 5	$0	0.0%
Other clients	Fewer than 5	$0	0.0%

Filing source

Form ADV 1435095 · Jun 23, 2020 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 23, 2020. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

3115 E. LION LANE, SUITE 100
SALT LAKE CITY, UT, 84121, United States

CRD 117936

Filing source

Form ADV 1435095 · Jun 23, 2020 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.