Insight Folios
Insight Folios (CRD# 174411) is a financial advisory firm headquartered in Charlotte, NC. They manage $278,962,240 in 1,810 accounts and serve the financial needs of clients across 22 states (or territories).
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Total Assets Under Management279MILLION
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Total Number of Accounts1,810ACCOUNTS
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Average Account Value$154,123
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, HI, IL, MA, MD, ME, MI, MT, NC, NE, NH, NJ, NY, OH, OR, SC, TN, TX, WA
Salvatore Bonetti (CRD# 4494241) is an Investment Advisor Representative working at Insight Folios in Charlotte, NC and has over 22 years of experience in the finance industry.
Charles Bowers (CRD# 5882018) is an Investment Advisor Representative working at Insight Folios in Charlotte, NC and has over 13 years of experience in the finance industry.
Paul Durso (CRD# 4416551) is an Investment Advisor Representative working at Insight Folios in Charlotte, NC and has over 22 years of experience in the finance industry.
Kenneth Huffman (CRD# 5970956) is an Investment Advisor Representative working at Insight Folios in Charlotte, NC and has over 12 years of experience in the finance industry.
Sheila Madrigal (CRD# 3044284) is an Investment Advisor Representative working at Insight Folios in Glendale, AZ and has over 24 years of experience in the finance industry.
Ryan McNeill (CRD# 6923105) is an Investment Advisor Representative working at Insight Folios in Fort Gratiot, MI and has over 6 years of experience in the finance industry.
Ashok Ramji (CRD# 2909430) is an Investment Advisor Representative working at Insight Folios in Charlotte, NC and has over 26 years of experience in the finance industry.
Bruce Romagnoli (CRD# 837259) is an Investment Advisor Representative working at Insight Folios in Bedford, NH and has over 26 years of experience in the finance industry.
Kevin Wray (CRD# 2352166) is an Investment Advisor Representative working at Insight Folios in Pinconning, MI and has over 30 years of experience in the finance industry.
Niki Erb (CRD# 7271977) is an Investment Advisor Representative working at Insight Folios in Charlotte, NC and has over 3 years of experience in the finance industry.