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Building 2INSIGHT FOLIOS

Map pinCHARLOTTE, NC
Phone(704) 529-9500
NotebookSEC #801-117138
Total AUM
$331.3M
Employees
15
Clients
1,228

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10800 SIKES PLACE
SUITE 110
CHARLOTTE
NC 28277
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(704) 529-9500
Other Offices
11

ReceiptFinancials

Total AUM
$331.3M
Accounts
2,223
Discretionary
$331.3M
Accounts
2,223
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,155
AUM
$214.7M
HNW Individual Clients
73
AUM
$116.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOFLGAHIILLAMAMDMEMIMTNCNENHNJNYOHORPASCTNTXUTWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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