INSIGNEO ADVISORY SERVICES, LLC

RIASEC RegisteredEst. 2016

Total AUM

$5.2B

Discretionary

$2.1B

40% of AUM

Avg account

$1M

Accounts

5,107

Employees

223

Advisory reps

197

Firm details

Headquarters: MIAMI, Florida
CRD number: 282589
Registered since: February 22, 2016
Website: insigneo.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Corporations / Businesses50.49%
HNWI28.27%
Individuals16.18%
Banking / Thrift Institutions3.09%
Pooled Investment Vehicles1.3%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Insigneo Advisory Services, LLC operates as an SEC-registered investment adviser and a private equity fund sponsor organized as an LLC and registered with the SEC in 2016. The firm acts as a capital allocator for both individual/family and institutional clients and serves as a registered representative of a broker-dealer. Its advisory scope includes portfolio management for retail clients, pooled investment vehicles, and institutional or business accounts, and it performs adviser selection for third-party managers. Fee arrangements include percentage-of-AUM and fixed fees, plus other fee structures. The firm does not market itself as an ESG-focused manager. Insigneo has industry connections that extend beyond the RIA channel: it is affiliated with broker-dealers, other investment advisers, an insurance company, and functions as a sponsor/GP/managing member of pooled vehicles.