Ashok S Ramji
Investment adviser representative at Insight Folios
10 yearsExperience
2 statesRegistered in
$331.3MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Sole Proprietor - Tutoring, Warehousing, and LogisticsFeb 2022 to now
- Insight FoliosSep 2019 to now
- Top Planning LLCNov 2017 to now
- Top Driving LLCFeb 2022 to Oct 2022
- Virtue Capital Management, LLCApr 2018 to Aug 2019
- Blue Duck Wealth ManagementJan 2018 to Mar 2018
- Transamerica Financial AdvisorsMar 2017 to Nov 2017
- UnemployedJan 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (IL, WA).
Insight Folios
Legal name: Insight Folios Inc
$331.3MAssets managed
1,228Clients
19Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2909430
- Firm CRD
- 174411