firm profile
Insigneo Advisory Services, LLC
Overview
Insigneo Advisory Services, LLC is an SEC registered investment adviser based in Miami, FL, registered since 2016. It reports $5.2B in assets under management across 5,107 accounts, with 223 employees. It has 222 investment adviser representatives.
- Reported AUM
- $5.2B
- Discretionary
- 40%
- Accounts
- 5,107
- Average account
- $1M
- Employees
- 223
- Advisory reps
- 222
- Registered since
- 2016
- Jurisdictions
- 35
As reported in the firm's June 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Other Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 7
- Javier Rivero President, Chief Operating Officer, Director CRD 4498023
- Justin Paul Caulfield Chief Compliance Officer CRD 5699024
- Michael Robert Averett Chief Revenue Officer CRD 5311774
4 more executive officers, with direct contact details
Advisory reps 3 of 222
- Gibran Jose Abdala Hadad Registered Rep · Investment Adviser Rep CRD 6128533
- Santiago Aboal Alvarez Registered Rep · Investment Adviser Rep CRD 6413278
- Ammar Said Abulughod Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2469404
219 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 1221 Brickell Ave Fl 27
Miami, FL 33131 - County
- Miami-Dade
- Metro area
- Miami-Fort Lauderdale-Pompano Beach, FL
- Region
- South
Registrations
- SEC registered
- Registered in 35 jurisdictions
- Website: insigneo.com
Every state, with registration dates
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