Insight Folios

Insight Folios (CRD# 174411) is a financial advisory firm headquartered in Charlotte, NC. They manage $37,610,541 in 281 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    281
    ACCOUNTS
  • Average Account Value
    $133,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, MI, NC, NH, SC, TX

Financial Advisors at Insight Folios
Showing 1 - 6 of 6 top financial advisors.
1
Charles B. Bowers
CRD#: 5882018
13777 Ballantyne Corporate Place, Suite 225, Charlotte, NC 28277
93
Wealthminder
score

Charles Bowers (CRD# 5882018) is an Investment Advisor Representative working at Insight Folios in Charlotte, NC and has over 7 years of experience in the finance industry.

2
Paul L. Durso
CRD#: 4416551
13777 Ballantyne Corporate Place, Suite 225, Charlotte, NC 28277
93
Wealthminder
score

Paul Durso (CRD# 4416551) is an Investment Advisor Representative working at Insight Folios in Charlotte, NC and has over 16 years of experience in the finance industry.

3
Kenneth L. Huffman
CRD#: 5970956
Fort Worth, TX
93
Wealthminder
score

Kenneth Huffman (CRD# 5970956) is an Investment Advisor Representative working at Insight Folios in Fort Worth, TX and has over 6 years of experience in the finance industry.

4
Kevin M. Wray
CRD#: 2352166
105 W 3rd, Po Box 658, Pinconning, MI 48650
93
Wealthminder
score

Kevin Wray (CRD# 2352166) is an Investment Advisor Representative working at Insight Folios in Pinconning, MI and has over 24 years of experience in the finance industry.

5
Bruce Romagnoli
CRD#: 837259
93 Cambridge Rd, Bedford, NH 03110
84
Wealthminder
score

Bruce Romagnoli (CRD# 837259) is an Investment Advisor Representative working at Insight Folios in Bedford, NH and has over 20 years of experience in the finance industry.

6
Michael W. Williams
CRD#: 721975
200 South Wacker Street, Suite 625, Chicago, IL 60606
59
Wealthminder
score

Michael Williams (CRD# 721975) is an Investment Advisor Representative working at Insight Folios in Chicago, IL and has over 34 years of experience in the finance industry.

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