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).
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Total Assets Under Management1,939MILLION
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Total Number of Accounts2,663ACCOUNTS
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Average Account Value$728,148
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
AZ, CA, CO, CT, DE, FL, GA, IL, MA, NC, NJ, NV, NY, OH, OR, PR, SC, TN, TX, VI, WA, WI, WY
Marcelo Borrelli (CRD# 3180638) 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.
Liliana Borrero Acevedo (CRD# 6022978) 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.
Andres Brik (CRD# 5619043) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 12 years of experience in the finance industry.
Harold Calveira Leon (CRD# 6760440) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 4 years of experience in the finance industry.
Miguel Carrillo (CRD# 2532575) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 20 years of experience in the finance industry.
Gerardo Castillo (CRD# 2886319) 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.
Francisco Collado (CRD# 4314161) 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.
Kevin Concha (CRD# 6040649) 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.
Vicent Costa (CRD# 4780573) 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.
Jorge De Apodaca (CRD# 4643234) 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.