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Insight Folios Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Insight Folios has about 13 employees, all of them in North America. Banking and Business make up over half of the profiles with a known department. Insight Folios's workforce spans 4 departments.

Find Insight Folios employees' phone numbers or email addresses

Insight Folios Global Highlights

Location
Employees

North America
21

Minus sign iconPlus sign icon
  • United States Of America
    21

Insight Folios's Leadership

  • President at Insight Folios
    P. D.
    President
    Mobile Phone
  • Practice Manager at Insight Folios
    B. B.
    Practice Manager
    Mobile Phone
  • Manager at Insight Folios
    K. T.
    Manager
    Mobile Phone
  • Client Service Manager at Insight Folios
    S. O.
    Client Service Manager
    Mobile Phone
  • Investment Advisor Representative (affiliated Ria) at Insight Folios
    R. R.
    Investment Advisor Representative (affiliated Ria)
    Mobile Phone
  • Investment Advisor at Insight Folios
    K. M.
    Investment Advisor
    Mobile Phone
  • Risk Management Roth Ira at Insight Folios
    K. W.
    Risk Management Roth Ira
    Mobile Phone
  • Financial Advisor at Insight Folios
    S. S.
    Financial Advisor
    Mobile Phone

Insight Folios Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other
  • Business Development
  • Finance

Banking is the largest department at 63% of profiles with a known department, followed by Business (13%) and Business Development (13%).

Contact profiles from Insight Folios

Name
Title
Contact
Location
Last Update
  • President at Insight Folios
    P. D.
    President
    Mobile Phone
    Oct 17, 2024
  • Practice Manager at Insight Folios
    B. B.
    Practice Manager
    Mobile Phone
    Oct 22, 2024
  • Manager at Insight Folios
    K. T.
    Manager
    Mobile Phone
    Oct 21, 2024
  • Client Service Manager at Insight Folios
    S. O.
    Client Service Manager
    Mobile Phone
    Oct 16, 2024
  • Investment Advisor Representative (affiliated Ria) at Insight Folios
    R. R.
    Investment Advisor Representative (affiliated Ria)
    Mobile Phone
    Sep 13, 2026
  • Investment Advisor at Insight Folios
    K. M.
    Investment Advisor
    Mobile Phone
    Mar 24, 2026
  • Risk Management Roth Ira at Insight Folios
    K. W.
    Risk Management Roth Ira
    Mobile Phone
    Jun 08, 2026
  • Financial Advisor at Insight Folios
    S. S.
    Financial Advisor
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What are the largest departments at Insight Folios?

Minus sign iconPlus sign iconBanking is the largest department at 63% of profiles with a known department, followed by Business (13%) and Business Development (13%). Insight Folios's workforce spans 4 departments.

How many employees does Insight Folios have currently?

Minus sign iconPlus sign iconInsight Folios has approximately 13 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are Insight Folios's key employees and leadership?

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As of October 2026, Insight Folios's key employees include:

  • President: P. D.
  • Practice Manager: B. B.
  • Manager: K. T.
  • Client Service Manager: S. O.
  • Investment Advisor Representative (affiliated Ria): R. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Insight Folios's most common email format?

Minus sign iconPlus sign iconInsight Folios employees' email format typically follows the pattern of First@insightfolios.com. Trying to find reliable and up-to-date employee contact data? Find more Insight Folios email formats with LeadIQ.

What is Insight Folios known for?

Minus sign iconPlus sign iconInsight Folios was founded in 2004 and operates in the Financial Services industry. Explore Insight Folios's company overview page for more information.

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