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INSIGHT FOLIOS

INSIGHT FOLIOS INC

CRD 174411 · SEC 801-117138

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10800 SIKES PLACE, SUITE 110, CHARLOTTE, NC, 28277, United States

Phone

(704) 529-9500

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$331.3M

Discretionary AUM

$331.3M

Team

15 total employees; 15 advisory reps; 34 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals1155$214.7M
High net worth individuals73$116.5M

States served

AL, AZ, AR, CA, CO, GA, IL, LA, ME, MD, MA, MI, MT, NE, NJ, NY, NC, OH, OR, PA, SC, TN, UT, WI, WA, TX, NH, HI, FL

All web addresses on file

Official SEC filing: View on IAPD