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

224

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 is an SEC-registered independent RIA that also operates private fund activity. The firm serves both individual/family and institutional clients, acting as a capital allocator that builds portfolios directly and selects other managers. Its advisory services span portfolio management for individuals and small businesses, management of pooled investment vehicles, portfolio management for institutions and businesses, and the selection of sub‑advisers. Insigneo also conducts broker-dealer related business activities and has industry roles that include sponsor or managing member responsibilities for pooled vehicles. The firm is not an active ESG investor according to the available profile and presents a mix of discretionary and non‑discretionary relationships. Fee arrangements include percentage-of-AUM and fixed fees among other structures.