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INSIGHT FOLIOS
11610 North Community House
Suite 100
Charlotte, North Carolina 28277
Tel: (704) 529-9500
About INSIGHT FOLIOS
INSIGHT FOLIOS, formally registered with the SEC as INSIGHT FOLIOS. The firm was established in 08/12/2019. They have over 12 offices throughout the country.
INSIGHT FOLIOS is a Charlotte, North Carolina based Financial Planning firm with nearly $278,962,240 assets under management, offering retirement planning & investment advisory services to 1810 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174411 |
| SEC# | 801-117138 |
| Assets Managed by Firm | $278,962,240 |
| No. of Clients | 1810 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1810 | $278,962,240 |
| Individuals (other than high net worth individuals) | 727 | $162,781,209 |
| High net worth individuals | 71 | $101,818,505 |
| Other investment advisers | 2 | $14,362,526 |
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