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 Vidal (CRD# 2858442) 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.
Janel Vidal Perez (CRD# 3235088) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Coral Gables, FL and has over 21 years of experience in the finance industry.
Christian Watson (CRD# 4917370) 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.
Anabel Zamora (CRD# 2694408) 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.
Juan Zenck (CRD# 4878397) 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.
Salvador Diaz-Bazan (CRD# 4195839) 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.
Juan Amado (CRD# 7359825) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Cali, and has 1 year of experience in the finance industry.
Ignacio Arata (CRD# 3018768) 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.
Andrea Bruno (CRD# 6176989) 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.
Luis Bruzual (CRD# 7376064) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has 1 year of experience in the finance industry.