Insight Folios

Insight Folios (CRD# 174411) is a financial advisory firm headquartered in Livonia, MI. They manage $24,537,622 in 361 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    361
    ACCOUNTS
  • Average Account Value
    $67,971
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

MI, NC, SC, TX

Financial Advisors at Insight Folios
Showing 1 - 4 of 4 top financial advisors.
1
Charles B. Bowers
CRD#: 5882018
17199 N. Laurel Park Drive Suite 409, Livonia, MI 48152
93
Wealthminder
score

Charles Bowers (CRD# 5882018) is an Investment Advisor Representative working at Insight Folios in Livonia, MI and has over 6 years of experience in the finance industry.

2
Scott R. Carty
CRD#: 4800449
17199 N. Laurel Park Drive Suite 409, Livonia, MI 48152
93
Wealthminder
score

Scott Carty (CRD# 4800449) is an Investment Advisor Representative working at Insight Folios in Livonia, MI and has over 8 years of experience in the finance industry.

3
Kenneth L. Huffman
CRD#: 5970956
17199 N. Laurel Park Drive Suite 409, Livonia, MI 48152
90
Wealthminder
score

Kenneth Huffman (CRD# 5970956) is an Investment Advisor Representative working at Insight Folios in Livonia, MI and has over 4 years of experience in the finance industry.

4
Paul L. Durso
CRD#: 4416551
17199 N. Laurel Park Drive Suite 409, Livonia, MI 48152
83
Wealthminder
score

Paul Durso (CRD# 4416551) is an Investment Advisor Representative working at Insight Folios in Livonia, MI and has over 14 years of experience in the finance industry.

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