Insigneo Advisory Services, LLC

Insigneo Advisory Services, LLC (CRD# 282589) is a financial advisory firm headquartered in Miami, FL. They manage $3,067,400,975 in 3,802 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,067
    MILLION
  • Total Number of Accounts
    3,802
    ACCOUNTS
  • Average Account Value
    $806,786
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, NC, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, VI, WA, WI, WY

Financial Advisors at Insigneo Advisory Services, LLC
Showing 1 - 10 of 114 top financial advisors.
1
Jose G. Aguilar
CRD#: 1456467
1221 Brickell Avenue, 27th Floor, Miami, FL 33131

Jose Aguilar (CRD# 1456467) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 19 years of experience in the finance industry.

2
Cesar A. Arana
CRD#: 1854886
777 Brickell Avenue, Suite 1010, Miami, FL 33131

Cesar Arana (CRD# 1854886) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 18 years of experience in the finance industry.

3
Mariela C. Arana Landaeta
CRD#: 4830220
1221 Brickell Avenue, 27th Floor, Miami, FL 33131

Mariela Arana Landaeta (CRD# 4830220) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 19 years of experience in the finance industry.

4
Astrid A. Arias Ruiz
CRD#: 4639397
1221 Brickell Avenue, 27th Floor, Miami, FL 33131

Astrid Arias Ruiz (CRD# 4639397) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 7 years of experience in the finance industry.

5
Luiz David Azambuja
CRD#: 4314393
1221 Brickell Avenue, 27th Floor, Miami, FL 33131

Luiz David Azambuja (CRD# 4314393) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 22 years of experience in the finance industry.

6
Luiz David X. Azambuja
CRD#: 6151823
1221 Brickell Avenue, 27th Floor, Miami, FL 33131

Luiz David Azambuja (CRD# 6151823) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 10 years of experience in the finance industry.

7
Christian M. Bagshaw
CRD#: 2016609
1221 Brickell Avenue, 27th Floor, Miami, FL 33131

Christian Bagshaw (CRD# 2016609) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 28 years of experience in the finance industry.

8
Ignacio A. Barcena
CRD#: 3101798
1221 Brickell Avenue, 27th Floor, Miami, FL 33131

Ignacio Barcena (CRD# 3101798) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 21 years of experience in the finance industry.

9
Carlos E. Bonadies
CRD#: 4293702
1221 Brickell Avenue, 27th Floor, Miami, FL 33131

Carlos Bonadies (CRD# 4293702) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 23 years of experience in the finance industry.

10
Marcelo Borrelli
CRD#: 3180638
Key Biscayne, FL

Marcelo Borrelli (CRD# 3180638) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Key Biscayne, FL and has over 24 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.