THE INSIGHT GROUP, INC.
CRD #117936 SEC #801-70424 SALT LAKE CITY, UT 801-944-7702
SEC Registered
Total AUM
$848.2M
Discretionary
$779.4M
Employees
8
Clients
101
Accounts
1,772
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $848.2M | $779.4M | $68.8M | 8 | 0 |
| Feb 2020 | $848.2M | $779.4M | $68.8M | 8 | 0 |
| Nov 2019 | $727.3M | $663.2M | $64.1M | 5 | 0 |
| Mar 2019 | $727.3M | $663.2M | $64.1M | 5 | 0 |
| Oct 2018 | $705.5M | $634.8M | $70.7M | 6 | 0 |
| Aug 2018 | $705.5M | $634.8M | $70.7M | 6 | 0 |
| Jul 2018 | $705.5M | $634.8M | $70.7M | 6 | 0 |
| Jun 2018 | $705.5M | $634.8M | $70.7M | 6 | 0 |
| May 2018 | $705.5M | $634.8M | $70.7M | 6 | 0 |
| Mar 2018 | $705.5M | $634.8M | $70.7M | 6 | 0 |
| Jan 2018 | $562.9M | $519.6M | $43.3M | 6 | 0 |
| Jul 2017 | $562.9M | $519.6M | $43.3M | 6 | 350 |
| Mar 2017 | $562.9M | $519.6M | $43.3M | 6 | 350 |
| Sep 2016 | $503.5M | $463.2M | $40.3M | 7 | 350 |
| May 2016 | $503.5M | $463.2M | $40.3M | 7 | 350 |
| Mar 2016 | $387.5M | $333.7M | $53.8M | 7 | 350 |
| Feb 2015 | $328.7M | $302.3M | $26.4M | 7 | 300 |
| Jun 2014 | $292.8M | $273.5M | $19.4M | 7 | 300 |
| Mar 2014 | $292.8M | $273.5M | $19.4M | 7 | 300 |
| Feb 2014 | $292.8M | $273.5M | $19.4M | 7 | 300 |
| Oct 2013 | $257.5M | $239M | $18.5M | 7 | 300 |
| Feb 2013 | $257.5M | $239M | $18.5M | 7 | 300 |
| Jan 2013 | $217.2M | $197.5M | $19.8M | 7 | 300 |
| May 2012 | $217.2M | $197.5M | $19.8M | 6 | 300 |
| Mar 2012 | $217.2M | $197.5M | $19.8M | 6 | 300 |
| Jul 2011 | $197M | $171M | $26M | 10 | -- |
| Mar 2011 | $197M | $171M | $26M | 10 | -- |
| Sep 2010 | $162.6M | $132.6M | $30M | 10 | -- |
| Jun 2010 | $162.6M | $132.6M | $30M | 10 | -- |
| May 2010 | $162.6M | $132.6M | $30M | 10 | -- |
| May 2010 | $162.6M | $132.6M | $30M | 10 | -- |
| Feb 2010 | $162.6M | $132.6M | $30M | 10 | -- |
DateJun 2020
Total AUM$848.2M
Discretionary$779.4M
Non-Disc.$68.8M
Employees8
Clients0
DateFeb 2020
Total AUM$848.2M
Discretionary$779.4M
Non-Disc.$68.8M
Employees8
Clients0
DateNov 2019
Total AUM$727.3M
Discretionary$663.2M
Non-Disc.$64.1M
Employees5
Clients0
DateMar 2019
Total AUM$727.3M
Discretionary$663.2M
Non-Disc.$64.1M
Employees5
Clients0
DateOct 2018
Total AUM$705.5M
Discretionary$634.8M
Non-Disc.$70.7M
Employees6
Clients0
DateAug 2018
Total AUM$705.5M
Discretionary$634.8M
Non-Disc.$70.7M
Employees6
Clients0
DateJul 2018
Total AUM$705.5M
Discretionary$634.8M
Non-Disc.$70.7M
Employees6
Clients0
DateJun 2018
Total AUM$705.5M
Discretionary$634.8M
Non-Disc.$70.7M
Employees6
Clients0
DateMay 2018
Total AUM$705.5M
Discretionary$634.8M
Non-Disc.$70.7M
Employees6
Clients0
DateMar 2018
Total AUM$705.5M
Discretionary$634.8M
Non-Disc.$70.7M
Employees6
Clients0
DateJan 2018
Total AUM$562.9M
Discretionary$519.6M
Non-Disc.$43.3M
Employees6
Clients0
DateJul 2017
Total AUM$562.9M
Discretionary$519.6M
Non-Disc.$43.3M
Employees6
Clients350
DateMar 2017
Total AUM$562.9M
Discretionary$519.6M
Non-Disc.$43.3M
Employees6
Clients350
DateSep 2016
Total AUM$503.5M
Discretionary$463.2M
Non-Disc.$40.3M
Employees7
Clients350
DateMay 2016
Total AUM$503.5M
Discretionary$463.2M
Non-Disc.$40.3M
Employees7
Clients350
DateMar 2016
Total AUM$387.5M
Discretionary$333.7M
Non-Disc.$53.8M
Employees7
Clients350
DateFeb 2015
Total AUM$328.7M
Discretionary$302.3M
Non-Disc.$26.4M
Employees7
Clients300
DateJun 2014
Total AUM$292.8M
Discretionary$273.5M
Non-Disc.$19.4M
Employees7
Clients300
DateMar 2014
Total AUM$292.8M
Discretionary$273.5M
Non-Disc.$19.4M
Employees7
Clients300
DateFeb 2014
Total AUM$292.8M
Discretionary$273.5M
Non-Disc.$19.4M
Employees7
Clients300
DateOct 2013
Total AUM$257.5M
Discretionary$239M
Non-Disc.$18.5M
Employees7
Clients300
DateFeb 2013
Total AUM$257.5M
Discretionary$239M
Non-Disc.$18.5M
Employees7
Clients300
DateJan 2013
Total AUM$217.2M
Discretionary$197.5M
Non-Disc.$19.8M
Employees7
Clients300
DateMay 2012
Total AUM$217.2M
Discretionary$197.5M
Non-Disc.$19.8M
Employees6
Clients300
DateMar 2012
Total AUM$217.2M
Discretionary$197.5M
Non-Disc.$19.8M
Employees6
Clients300
DateJul 2011
Total AUM$197M
Discretionary$171M
Non-Disc.$26M
Employees10
Clients--
DateMar 2011
Total AUM$197M
Discretionary$171M
Non-Disc.$26M
Employees10
Clients--
DateSep 2010
Total AUM$162.6M
Discretionary$132.6M
Non-Disc.$30M
Employees10
Clients--
DateJun 2010
Total AUM$162.6M
Discretionary$132.6M
Non-Disc.$30M
Employees10
Clients--
DateMay 2010
Total AUM$162.6M
Discretionary$132.6M
Non-Disc.$30M
Employees10
Clients--
DateMay 2010
Total AUM$162.6M
Discretionary$132.6M
Non-Disc.$30M
Employees10
Clients--
DateFeb 2010
Total AUM$162.6M
Discretionary$132.6M
Non-Disc.$30M
Employees10
Clients--