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R. Ralph Margulis

INSIGHT 2811 INC·TROY, Michigan
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755 W. BIG BEAVER ROAD, TROY, MI 48084CRD# 4371853Firm CRD# 109784
01

About

R. Ralph Margulis is a registered financial advisor based in TROY, Michigan, affiliated with INSIGHT 2811 INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INSIGHT 2811 INC
AZA CAPITAL MANAGEMENT
AUM
$314M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at INSIGHT 2811 INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4371853
Firm CRD# 109784
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does R. Ralph Margulis offer?
R. Ralph Margulis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TROY, Michigan for a consultation.
What are R. Ralph Margulis's credentials?
R. Ralph Margulis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is R. Ralph Margulis located?
R. Ralph Margulis is based in TROY, Michigan, working with INSIGHT 2811 INC. Their office serves clients in the TROY metropolitan area and surrounding communities.
How does R. Ralph Margulis charge for services?
R. Ralph Margulis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INSIGHT 2811 INC?
INSIGHT 2811 INC has approximately 9 employees and manages $314M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Gerald Roland Dehondt — SS&H FINANCIAL ADVISORS, INC.Richard Alan Ferri — PORTFOLIO SOLUTIONS LLCAndrew Magdy Kamal — QUANTPORTAL LLCCraig Maxwell Adams — CONFIDENTIAL MANAGEMENT ADVISORS, INC.Barbara Ann Hammond Garrow — SS&H FINANCIAL ADVISORS, INC.
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
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