|
⚲
|
| Insight Folios Inc
✚
|
|
|---|---|
| CRD # | 174411 |
| SEC # | 801-117138 |
| CIK # | 0001792942 |
| AUM | $279.0 MM (2024-08-29) |
| Employees | 15 (100% Investors, 7% Brokers) |
| Phone | 704-529-9500 |
| Address | 11610 North Community House Charlotte, NC 28277 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| OKE | 25,448.2 | 8.4 | |
| ET | 31,904.4 | 8.4 | |
| XOM | 385,508.3 | 8.0 | |
| EPD | 54,009.8 | 7.7 | |
| OHI | 6,856.6 | 7.4 | |
| T | 147,547.0 | 7.3 | |
| SO | 75,035.5 | 7.3 | |
| VZ | 211,914.0 | 7.2 | |
| MO | 78,198.0 | 7.1 | |
| ABBV | 269,466.6 | 6.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 727 | 162.8 |
| (b) Individuals (high net worth individuals) | 71 | 101.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 14.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,810 | 279.0 |
| By Discretionary | ||
| Discretionary | 1,767 | 278.1 |
| Non-Discretionary | 43 | 0.9 |
| Total | 1,810 | 279.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 279.0 | |
| Total | 1,810 | 279.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001792942] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Spartan Planning & Wealth Management LLC
✚
|
NC | 0.3 |
|
RBB Treasury LLC
✚
|
NY | 0.3 |
|
Birchcreek Wealth Management LLC
✚
|
OH | 0.3 |
|
Match Grade Advisors LLC
✚
|
SC | 0.3 |
|
ADG Wealth Management Group LLC
✚
|
LA | 0.3 |
|
M3 Advisory Group LLC
✚
|
MA | 0.3 |
|
Motive Wealth Advisors LLC
✚
|
MI | 0.3 |
|
The Retirement Planning Company of New England Inc
✚
|
RI | 0.3 |
|
Brady Family Wealth LLC
✚
|
MO | 0.3 |
|
Dovetail Wealth Management LLC
✚
|
TX | 0.3 |