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INSIGHT FOLIOS INC

Doing business as INSIGHT FOLIOS. SEC Form ADV profile.

Total regulatory AUM
$331,267,908
Discretionary
$331,267,908
Non-discretionary
$0

Firm details

CRD number
174411
SEC file number
801-117138
Main office
CHARLOTTE, NC, United States
Employees
15
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.