RIA Intel›Advisers›Utah›THE INSIGHT GROUP, INC.

THE INSIGHT GROUP, INC.

Advisory

N·SALT LAKE CITY, UT

Data as of Jun 23, 2020 · Source: SEC Form ADV

Total AUM

$848M

1-Year AUM Growth

+16.6%

3-Year CAGR

+15.0%

Employees

8

Assets Under Management

Total AUM$848M

Discretionary AUM$779M

Non-Discretionary AUM$69M

Discretionary %91.9%

Total Clients—

Team

Total Employees8

Investment Advisers8

Employee Growth (1Y)—

Filing History

Total Filings on Record35

First FilingJul 13, 2009

Latest FilingJun 23, 2020

🔒 Full AUM trend chart and 35 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on THE INSIGHT GROUP, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.