INSIGHT FOLIOS INC

INSIGHT FOLIOS
CHARLOTTE, North Carolina·3 registered advisors·CRD# 174411
SEC# 801-11713811(704) 529-9500
01

Firm Overview

AUM
$279M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INSIGHT FOLIOS INC

3 registered advisors
Charles Buddy Bowers
CHARLOTTE, North Carolina
Neil David Gilday
CHARLOTTE, North Carolina
CFA
Paul Leonard Durso
CHARLOTTE, North Carolina
05

Office Locations

CHARLOTTE, North Carolina
3 advisors

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Data sourced from SEC Form ADV filings. INSIGHT FOLIOS INC (CRD# 174411) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.