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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