Insight Folios is an investment advisor in Charlotte with $242.63 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
472615495
SEC advisor number
801-117138
FINRA CRD number
174411
AUM ?
$278.96 mm
(as of 12 Feb 24)
Accounts
1,810
(as of 12 Feb 24)
Employees
15
(15 investment advisory or research)
Address
Insight Folios
13777 BALLANTYNE CORPORATE PLACE
SUITE 225
CHARLOTTE
NC 28277
13777 BALLANTYNE CORPORATE PLACE
SUITE 225
CHARLOTTE
NC 28277
Phone
704-529-9500
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
19 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22