INSIGHT FOLIOS INC
Q2 2024 Form 13-F
CHARLOTTE, NORTH CAROLINA
$243.7M Reported Value Total
INSIGHT FOLIOS reports 1,810 total accounts under management (AUM). There are 1,767 discretionary accounts valued at $278,081,757, and 43 non-discretionary accounts valued at $880,483.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.