INSIGNEO ADVISORY SERVICES, LLC

1221 Brickell Avenue
27th Floor
Miami, Florida 33131
Tel: 305.373.9000

About INSIGNEO ADVISORY SERVICES, LLC

INSIGNEO ADVISORY SERVICES, LLC, formally registered with the SEC as INSIGNEO ADVISORY SERVICES, LLC. The firm was established in 02/22/2016. They have over 16 offices throughout the country.

INSIGNEO ADVISORY SERVICES, LLC is a Miami, Florida based Financial Planning firm with nearly $3,067,400,975 assets under management, offering retirement planning & investment advisory services to 3802 clients. The firm is staffed with 185 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282589
SEC#	801-107256
Assets Managed by Firm	$3,067,400,975
No. of Clients	3802
No. of Advisors	185

Fee Structure

A percentage of AUM
Fixed fees
Other (REBATES/TRAILER FEES)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (CONSOLIDATION OF FINANCIAL REPORTS AND CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	3802	$3,067,400,975
Individuals (other than high net worth individuals)	2549	$636,778,095
High net worth individuals	367	$1,028,479,574
Other investment advisers	122	$19,876,252
Corporations or other businesses	753	$1,340,497,650

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CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

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