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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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