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Insigneo Wealth Advisors, LLC
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Insigneo Wealth Advisors, LLC Share
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Miami, Florida
$103.1 million AUM
1 office

Insigneo Wealth Advisors, LLC is based in Miami, Florida and has $103.1 million in assets under management.

Location
777 Brickell Avenue
Suite 1010
Miami, FL 33131
$103.1 million
AUM
12
Employees
AUM Share
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$103,141,815
Assets under management
168 clients
Number of clients
Average investment size is $613,939
92% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 16 $7,451,572 7% $465,723
High net worth individuals 8 $16,305,592 16% $2,038,199
Pooled investment vehicles 1 $21,628,111 21% $21,628,111
Other corporations or businesses 17 $57,756,540 56% $3,397,444
Employees Share
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12
Employees
4
Investment analysts
33% of total employees
AUM per employee Share
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$103,141,815
Assets under management
$8,595,151
AUM per employee
$25,785,454
AUM per investment analyst
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Compensation

Insigneo Wealth Advisors, LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
  • Performance-based fees
Services offered

Insigneo Wealth Advisors, LLC provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Consolidation services
Business activities
  • Registered representative of a broker-dealer
Firm data Share
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CRD number 112,706
SEC number 801-72275
Legal structure Limited Liability Company
Legal governance Florida, United States
Latest ADV filing date May 11, 2020

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