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
Mirko Joldzic (CRD# 5122731) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 14 years of experience in the finance industry.
Jeffrey Kline (CRD# 2483225) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 24 years of experience in the finance industry.
Jeffrey Kline (CRD# 271792) 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.
Alejandro Lara (CRD# 6131037) 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.
Martin Latugaye (CRD# 4159408) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 14 years of experience in the finance industry.
Alberto Lopez (CRD# 5978121) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 8 years of experience in the finance industry.
John Lopez (CRD# 5231594) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 11 years of experience in the finance industry.
Jorge Lopez (CRD# 5428997) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 13 years of experience in the finance industry.
Tomas Lopez Vargas (CRD# 5391063) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 15 years of experience in the finance industry.
Oscar Melian (CRD# 1585624) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 31 years of experience in the finance industry.