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).

Current Firm Details
11610 North Community House, Suite 100, Charlotte, NC 28277
https://www.facebook.com/insightfolios/
By the Numbers
  • Total Assets Under Management
    279
    MILLION
  • Total Number of Accounts
    1,810
    ACCOUNTS
  • Average Account Value
    $154,123
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, HI, IL, MA, MD, ME, MI, MT, NC, NE, NH, NJ, NY, OH, OR, SC, TN, TX, WA

Financial Advisors at Insight Folios
Showing 1 - 10 of 15 top financial advisors.
1
Salvatore Bonetti, financial advisor Charlotte NC
Salvatore Bonetti
CRD#: 4494241
11610 North Community House, Suite 100, Charlotte, NC 28277

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.

2
Charles Bowers, financial advisor Charlotte NC
Charles B. Bowers
CRD#: 5882018
11610 North Community House, Suite 100, Charlotte, NC 28277

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.

3
Paul Durso, financial advisor Charlotte NC
Paul L. Durso
CRD#: 4416551
11610 North Community House, Suite 100, Charlotte, NC 28277

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.

4
Kenneth Huffman, financial advisor Charlotte NC
Kenneth L. Huffman
CRD#: 5970956
11610 North Community House, Suite 100, Charlotte, NC 28277

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.

5
Sheila Madrigal, financial advisor Glendale AZ
Sheila R. Madrigal
CRD#: 3044284
18001 N 79th Ave, #a15, Glendale, AZ 85308

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.

6
Ryan McNeill, financial advisor Fort Gratiot MI
Ryan McNeill
CRD#: 6923105
Fort Gratiot, MI

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.

7
Ashok Ramji, financial advisor Charlotte NC
Ashok S. Ramji
CRD#: 2909430
11610 North Community House, Suite 100, Charlotte, NC 28277

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.

8
Bruce Romagnoli, financial advisor Bedford NH
Bruce Romagnoli
CRD#: 837259
Bedford, NH

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.

9
Kevin Wray, financial advisor Pinconning MI
Kevin M. Wray
CRD#: 2352166
105 W 3rd, Po Box 658, Pinconning, MI 48650

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.

10
Niki Erb, financial advisor Charlotte NC
Niki W. Erb
CRD#: 7271977
11610 North Community House, Suite 100, Charlotte, NC 28277

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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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