Insigneo Advisory Services, LLC

Insigneo Advisory Services, LLC (CRD# 282589) is a financial advisory firm headquartered in Miami, FL. They manage $1,939,057,202 in 2,663 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,939
    MILLION
  • Total Number of Accounts
    2,663
    ACCOUNTS
  • Average Account Value
    $728,148
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Insigneo Advisory Services, LLC
Showing 1 - 10 of 111 top financial advisors.
1
Samira Abid
CRD#: 4317219
1221 Brickell Avenue, 27th Floor, Miami, FL 33131

Samira Abid (CRD# 4317219) 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
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 18 years of experience in the finance industry.

3
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 17 years of experience in the finance industry.

4
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 18 years of experience in the finance industry.

5
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 6 years of experience in the finance industry.

6
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 21 years of experience in the finance industry.

7
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 9 years of experience in the finance industry.

8
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 27 years of experience in the finance industry.

9
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 19 years of experience in the finance industry.

10
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 22 years of experience in the finance industry.

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