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
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.
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.
Lissett Hernandez (CRD# 2225508) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 8 years of experience in the finance industry.
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.
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.
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.
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.
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.
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.
Jeffrey Kline (CRD# 271792) 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.