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 31 - 40 of 116 top financial advisors.
31
Juan Gonzalez
CRD#: 4013178
777 Brickell Avenue, Suite 1010, Miami, FL 33131

Juan Gonzalez (CRD# 4013178) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 16 years of experience in the finance industry.

32
Juan A. Gonzalez
CRD#: 5277543
1221 Brickell Avenue, 27th Floor, Miami, FL 33131

Juan Gonzalez (CRD# 5277543) 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.

33
Alain Guerra
CRD#: 4639785
1221 Brickell Avenue, 27th Floor, Miami, FL 33131

Alain Guerra (CRD# 4639785) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 18 years of experience in the finance industry.

34
Lissett A. Hernandez
CRD#: 2225508
1221 Brickell Avenue, 27th Floor, Miami, FL 33131

Lissett Hernandez (CRD# 2225508) 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.

35
Maria G. Hernandez
CRD#: 5697097
1300 Post Oak Blvd, Suite 500, Houston, TX 77056

Maria Hernandez (CRD# 5697097) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Houston, TX and has over 14 years of experience in the finance industry.

36
Pedro I. Isern
CRD#: 2427085
1221 Brickell Avenue, 27th Floor, Miami, FL 33131

Pedro Isern (CRD# 2427085) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 30 years of experience in the finance industry.

37
James M. Jiao
CRD#: 2544249
1920 North Marshall Avenue Suite 102, El Cajon, CA 92020

James Jiao (CRD# 2544249) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in El Cajon, CA and has over 29 years of experience in the finance industry.

38
Nicolas A. Jimenez
CRD#: 6761989
1221 Brickell Avenue, 27th Floor, Miami, FL 33131

Nicolas Jimenez (CRD# 6761989) 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.

39
Mirko Joldzic
CRD#: 5122731
1221 Brickell Avenue, 27th Floor, Miami, FL 33131

Mirko Joldzic (CRD# 5122731) 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.

40
Jeffrey B. Kline
CRD#: 2483225
1221 Brickell Avenue, 27th Floor, Miami, FL 33131

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.

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