Insigneo Advisory Services, LLC

Insigneo Advisory Services, LLC (CRD# 282589) is a financial advisory firm headquartered in Miami, FL. They manage $2,197,022,428 in 2,910 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,197
    MILLION
  • Total Number of Accounts
    2,910
    ACCOUNTS
  • Average Account Value
    $754,991
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
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, PA, PR, SC, TN, TX, VI, WA, WI, WY

Financial Advisors at Insigneo Advisory Services, LLC
Showing 11 - 20 of 116 top financial advisors.
11
Liliana Borrero Acevedo
CRD#: 6022978
1221 Brickell Avenue, 27th Floor, Miami, FL 33131

Liliana Borrero Acevedo (CRD# 6022978) 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.

12
Andres Brik
CRD#: 5619043
1221 Brickell Avenue, 27th Floor, Miami, FL 33131

Andres Brik (CRD# 5619043) 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.

13
Harold J. Calveira Leon
CRD#: 6760440
1221 Brickell Avenue, 27th Floor, Miami, FL 33131

Harold Calveira Leon (CRD# 6760440) 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.

14
Miguel B. Carrillo
CRD#: 2532575
1221 Brickell Avenue, 27th Floor, Miami, FL 33131

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.

15
Gerardo I. Castillo
CRD#: 2886319
1221 Brickell Avenue, 27th Floor, Miami, FL 33131

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.

16
Francisco A. Collado
CRD#: 4314161
1221 Brickell Avenue, 27th Floor, Miami, FL 33131

Francisco Collado (CRD# 4314161) 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.

17
Kevin E. Concha
CRD#: 6040649
1221 Brickell Avenue, 27th Floor, Miami, FL 33131

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.

18
Vicent Costa
CRD#: 4780573
1221 Brickell Avenue, 27th Floor, Miami, FL 33131

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.

19
Jorge De Apodaca
CRD#: 4643234
1221 Brickell Avenue, 27th Floor, Miami, FL 33131

Jorge De Apodaca (CRD# 4643234) 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.

20
Isadora M. Del Llano
CRD#: 2495854
1221 Brickell Avenue, 27th Floor, Miami, FL 33131

Isadora Del Llano (CRD# 2495854) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 25 years of experience in the finance industry.

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