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INSIGNEO ADVISORY SERVICES, LLC
CRD 282589 · SEC 801-107256
1221 BRICKELL AVENUE, 27TH FLOOR, MIAMI, FL, 33131, United States
Phone
305.373.9000
Fax
305.808.9830
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.16B
Discretionary AUM
$2.07B
Team
223 total employees; 178 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; REBATES/TRAILER FEES
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersCONSOLIDATION REPORTING AND CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3013 | $835.1M |
| High net worth individuals | 402 | $1.46B |
| Banking/thrift institutions | 8 | $159.5M |
| Pooled investment vehicles | 2 | $67.2M |
| Pension/profit sharing plans | 16 | $8.5M |
| Charitable organizations | 3 | $9.0M |
| Insurance companies | 4 | $17.3M |
| Corporations/business entities | 1025 | $2.61B |
States served
AZ, CA, CO, DE, DC, GA, ID, IL, IA, MD, MA, MI, MT, NV, NJ, NM, NY, NC, OH, OR, PA, PR, SC, TN, UT, VA, WI, WY, VI, WA, TX, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD