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).
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Total Assets Under Management3,067MILLION
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Total Number of Accounts3,802ACCOUNTS
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Average Account Value$806,786
- 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, MD, NC, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, VI, WA, WI, WY
Jose Calero (CRD# 7232321) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 3 years of experience in the finance industry.
Juan Costas (CRD# 3174281) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 2 years of experience in the finance industry.
Javier Fernandez (CRD# 5771322) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Montevideo, and has over 12 years of experience in the finance industry.
Oscar Fernandez Este (CRD# 5152082) 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.
Diana Gazzola (CRD# 5205431) 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.
Patricia Holder (CRD# 2894768) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 26 years of experience in the finance industry.
Joaquin Iglesias (CRD# 1435370) 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.
Pedro Isern (CRD# 6363602) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 5 years of experience in the finance industry.
Luis Jocelyn-Holt (CRD# 2721821) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 3 years of experience in the finance industry.
Pedro Lawrie (CRD# 7597435) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has 1 year of experience in the finance industry.