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THE INSIGHT GROUP, INC.
THE INSIGHT GROUP, INC.
SALT LAKE CITY, Utah
·
3 registered advisors
·
CRD# 117936
SEC# 801-70424
0
801-944-7702
01
Firm Overview
AUM
$848M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at THE INSIGHT GROUP, INC.
3 registered advisors
Mark Rasmussen Matley
SALT LAKE CITY, Utah
CRD# 1877740
Paul Wilford Salisbury
SALT LAKE CITY, Utah
CRD# 1523233
Scott Nathan Sayre
SALT LAKE CITY, Utah
CRD# 1380810
05
Office Locations
SALT LAKE CITY, Utah
3 advisors
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Data sourced from SEC Form ADV filings. THE INSIGHT GROUP, INC. (CRD# 117936) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.