Ashok
Ramji

Insight Folios

CRD#2909430
Investment Advisor
in Charlotte, NC

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About this Advisor

Ashok Ramji is a financial advisor based in Charlotte, North Carolina, working with Insight Folios. Ashok has previously held positions at Transamerica Financial Advisors, Lamoreaux Capital Management, Blue Duck Wealth Management, Top Planning LLC, Top Driving LLC, Insight Folios, Virtue Capital Management, LLC, and as a Sole Proprietor in tutoring, warehousing, and logistics. Ashok has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Illinois and Washington. Currently, Ashok is part of Insight Folios, which operates out of Charlotte, North Carolina. The firm has 10 offices and 15 employees. The firm manages assets totaling $279.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Insight Folios includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11610 North Community House Suite 100
Charlotte, NC 28277

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Insight Folios Brokerage Details

Total Assets Under Management

$278,962,240

NC Average: $3,625,019,099
Total Number of Employees

15

NC Average: 22
Total Number of Accounts

1,810

NC Average: 1,917
Average Account Size

$154,123

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Ashok Ramji Work History

2022 - Present (3 years)

Sole Proprietor - Tutoring, Warehousing, And Logistics

2019 - Present (6 years)

Insight Folios

2017 - Present (8 years)

Top Planning LLC

2022 - 2022 (< 1 year)

Top Driving LLC

2018 - 2018 (< 1 year)

Blue Duck Wealth Management

2018 - 2019 (1 year)

Virtue Capital Management, LLC

2017 - 2017 (< 1 year)

Transamerica Financial Advisors

2000 - 2016 (16 years)

Lamoreaux Capital Management

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Ashok Ramji to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Insight Folios

David Morgan
Charlotte, NC
Ryan Mcneill
Fort Gratiot, MI
Paul Durso
Charlotte, NC
Charles Bowers
Charlotte, NC
Leigh Smith
Charlotte, NC
Zachary Poitra
Chattanooga, TN
Charles Dingman
Bozeman, MT
Salvatore Bonetti
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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