FIC-SALT LAKE, LLC
Legal name: FINANCIAL INSIGHT CENTER
CRD #153610 SEC #801-71396 SALT LAKE CITY, UT (801) 449-3239
SEC Registered
Total AUM
$420M
Discretionary
$365.5M
Employees
13
Clients
101
Accounts
3,525
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $420M | $365.5M | $54.5M | 13 | 0 |
| Jun 2020 | $420M | $365.5M | $54.5M | 13 | 0 |
| Mar 2020 | $420M | $365.5M | $54.5M | 13 | 0 |
| Feb 2020 | $420M | $365.5M | $54.5M | 13 | 0 |
| Dec 2019 | $317.8M | $270.7M | $47.2M | 12 | 0 |
| May 2019 | $317.8M | $270.7M | $47.2M | 12 | 0 |
| Mar 2019 | $317.8M | $270.7M | $47.2M | 12 | 0 |
| Oct 2018 | $279.4M | $242.6M | $36.8M | 12 | 0 |
| Jul 2018 | $279.4M | $242.6M | $36.8M | 12 | 0 |
| May 2018 | $279.4M | $242.6M | $36.8M | 12 | 0 |
| Apr 2018 | $279.4M | $242.6M | $36.8M | 12 | 0 |
| Mar 2018 | $279.4M | $242.6M | $36.8M | 12 | 0 |
| Mar 2018 | $198.8M | $169.8M | $29M | 11 | 0 |
| Jan 2018 | $198.8M | $169.8M | $29M | 11 | 0 |
| Jul 2017 | $198.8M | $169.8M | $29M | 11 | 300 |
| Mar 2017 | $198.8M | $169.8M | $29M | 11 | 300 |
| Mar 2016 | $135.9M | $106.3M | $29.5M | 12 | 200 |
| Jan 2016 | $74.8M | $66.1M | $8.6M | 11 | 200 |
| Feb 2015 | $74.8M | $66.1M | $8.6M | 11 | 200 |
| Mar 2014 | $45M | $37.7M | $7.3M | 9 | 200 |
| Feb 2014 | $45M | $37.7M | $7.3M | 9 | 200 |
| Jan 2014 | $33.3M | $26.6M | $6.7M | 8 | 26 |
| Nov 2013 | $33.3M | $26.6M | $6.7M | 8 | 26 |
| Oct 2013 | $33.3M | $26.6M | $6.7M | 8 | 26 |
| Feb 2013 | $33.3M | $26.6M | $6.7M | 8 | 26 |
| Oct 2012 | $14.8M | $9.1M | $5.7M | 1 | 26 |
| May 2012 | $14.8M | $9.1M | $5.7M | 1 | 26 |
| Mar 2012 | $14.8M | $9.1M | $5.7M | 1 | 26 |
| Jan 2012 | $7.6M | $7.6M | $0 | 1 | 26 |
| Aug 2011 | $2.8M | $2.8M | $0 | 5 | -- |
| Mar 2011 | $2.8M | $2.8M | $0 | 5 | -- |
| Jul 2010 | $0 | $0 | $0 | 5 | -- |
| Jun 2010 | $0 | $0 | $0 | 5 | -- |
| May 2010 | $0 | $0 | $0 | 5 | -- |
DateJun 2020
Total AUM$420M
Discretionary$365.5M
Non-Disc.$54.5M
Employees13
Clients0
DateJun 2020
Total AUM$420M
Discretionary$365.5M
Non-Disc.$54.5M
Employees13
Clients0
DateMar 2020
Total AUM$420M
Discretionary$365.5M
Non-Disc.$54.5M
Employees13
Clients0
DateFeb 2020
Total AUM$420M
Discretionary$365.5M
Non-Disc.$54.5M
Employees13
Clients0
DateDec 2019
Total AUM$317.8M
Discretionary$270.7M
Non-Disc.$47.2M
Employees12
Clients0
DateMay 2019
Total AUM$317.8M
Discretionary$270.7M
Non-Disc.$47.2M
Employees12
Clients0
DateMar 2019
Total AUM$317.8M
Discretionary$270.7M
Non-Disc.$47.2M
Employees12
Clients0
DateOct 2018
Total AUM$279.4M
Discretionary$242.6M
Non-Disc.$36.8M
Employees12
Clients0
DateJul 2018
Total AUM$279.4M
Discretionary$242.6M
Non-Disc.$36.8M
Employees12
Clients0
DateMay 2018
Total AUM$279.4M
Discretionary$242.6M
Non-Disc.$36.8M
Employees12
Clients0
DateApr 2018
Total AUM$279.4M
Discretionary$242.6M
Non-Disc.$36.8M
Employees12
Clients0
DateMar 2018
Total AUM$279.4M
Discretionary$242.6M
Non-Disc.$36.8M
Employees12
Clients0
DateMar 2018
Total AUM$198.8M
Discretionary$169.8M
Non-Disc.$29M
Employees11
Clients0
DateJan 2018
Total AUM$198.8M
Discretionary$169.8M
Non-Disc.$29M
Employees11
Clients0
DateJul 2017
Total AUM$198.8M
Discretionary$169.8M
Non-Disc.$29M
Employees11
Clients300
DateMar 2017
Total AUM$198.8M
Discretionary$169.8M
Non-Disc.$29M
Employees11
Clients300
DateMar 2016
Total AUM$135.9M
Discretionary$106.3M
Non-Disc.$29.5M
Employees12
Clients200
DateJan 2016
Total AUM$74.8M
Discretionary$66.1M
Non-Disc.$8.6M
Employees11
Clients200
DateFeb 2015
Total AUM$74.8M
Discretionary$66.1M
Non-Disc.$8.6M
Employees11
Clients200
DateMar 2014
Total AUM$45M
Discretionary$37.7M
Non-Disc.$7.3M
Employees9
Clients200
DateFeb 2014
Total AUM$45M
Discretionary$37.7M
Non-Disc.$7.3M
Employees9
Clients200
DateJan 2014
Total AUM$33.3M
Discretionary$26.6M
Non-Disc.$6.7M
Employees8
Clients26
DateNov 2013
Total AUM$33.3M
Discretionary$26.6M
Non-Disc.$6.7M
Employees8
Clients26
DateOct 2013
Total AUM$33.3M
Discretionary$26.6M
Non-Disc.$6.7M
Employees8
Clients26
DateFeb 2013
Total AUM$33.3M
Discretionary$26.6M
Non-Disc.$6.7M
Employees8
Clients26
DateOct 2012
Total AUM$14.8M
Discretionary$9.1M
Non-Disc.$5.7M
Employees1
Clients26
DateMay 2012
Total AUM$14.8M
Discretionary$9.1M
Non-Disc.$5.7M
Employees1
Clients26
DateMar 2012
Total AUM$14.8M
Discretionary$9.1M
Non-Disc.$5.7M
Employees1
Clients26
DateJan 2012
Total AUM$7.6M
Discretionary$7.6M
Non-Disc.$0
Employees1
Clients26
DateAug 2011
Total AUM$2.8M
Discretionary$2.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$2.8M
Discretionary$2.8M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--