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President · Insight Folios

Paul L. Durso

CRD 4416551 · Named on Form ADV at one SEC-registered adviser

At a glance

Insight Folios, an SEC-registered wealth manager based in Charlotte, NC with $331 million in regulatory assets, lists Paul L. Durso on its Form ADV as President, a control person.

Firms and roles

  • Insight FoliosPresidentWealth manager · Charlotte, NC · $331M in regulatory assets

AtlasMembers

Paul’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.