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
Bernardo Lucena (CRD# 5835773) 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.
Francisabel Medina (CRD# 4202117) 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.
Felipe Miranda (CRD# 4279802) 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.
Jaime Musa (CRD# 5606224) 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.
Alexandra Panora (CRD# 4146997) 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.
Javier Prego Rivero (CRD# 7377780) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Montevideo, and has 1 year of experience in the finance industry.
Oriana Rebollar (CRD# 7689420) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has 1 year of experience in the finance industry.
Dolores Rodriguez (CRD# 4272512) 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.
Mariano Scandizzo (CRD# 7547075) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has 1 year of experience in the finance industry.
Eric Serfaty (CRD# 4087108) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in New York, NY and has over 24 years of experience in the finance industry.