AdvisorOS Directory
Claim Profile
SS

Scott Nathan Sayre

THE INSIGHT GROUP, INC.·SALT LAKE CITY, Utah
Unclaimed Profile
3115 E. LION LANE, SALT LAKE CITY, UT 84121CRD# 1380810Firm CRD# 117936
01

About

Scott Nathan Sayre is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with THE INSIGHT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE INSIGHT GROUP, INC.
THE INSIGHT GROUP, INC.
AUM
$848M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at THE INSIGHT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1380810
Firm CRD# 117936
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SALT LAKE CITY?

Browse all registered financial advisors in SALT LAKE CITY, Utah or claim this profile if it's yours.

Browse SALT LAKE CITY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Scott Nathan Sayre offer?
Scott Nathan Sayre specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Scott Nathan Sayre's credentials?
Scott Nathan Sayre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Nathan Sayre located?
Scott Nathan Sayre is based in SALT LAKE CITY, Utah, working with THE INSIGHT GROUP, INC.. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Scott Nathan Sayre charge for services?
Scott Nathan Sayre's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE INSIGHT GROUP, INC.?
THE INSIGHT GROUP, INC. has approximately 8 employees and manages $848M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at THE INSIGHT GROUP, INC.

Paul Wilford Salisbury
SALT LAKE CITY, UT
Mark Rasmussen Matley
SALT LAKE CITY, UT

More Advisors in SALT LAKE CITY, Utah

Sara Christian Gunn-Schinker
NARUS FINANCIAL PARTNERS, LLC·SALT LAKE CITY, UT
Amy Ahleen Hone
RONDURE GLOBAL ADVISORS, LLC·SALT LAKE CITY, UT
Connie Spongberg Ricks
SDP MANAGEMENT LLC·SALT LAKE CITY, UT
J Ryan Miller
DAKOTA PACIFIC, LLC·SALT LAKE CITY, UT
Karolyn Dawn Barker
CROSS CREEK ADVISORS, LLC·SALT LAKE CITY, UT
Laura Elizabeth Geritz
RONDURE GLOBAL ADVISORS, LLC·SALT LAKE CITY, UT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Utah
LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)OREM (38)HOLLADAY (28)BOUNTIFUL (26)SOUTH JORDAN (25)LOGAN (23)
City Guides
LEHI GuidePARK CITY GuideDRAPER GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
Request removal of this profile