SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Insigneo Advisory Services, LLC
Miami, FL
CRD 282589
Firm filing updated June 8, 2026 ·
- $5.2BAssets
- 4,473Clients
- 178Advisory staff
- 5,107Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals3,013
- Corporations or other businesses1,025
- High net worth individuals402
- Pension and profit sharing plans16
- Banks8
- and 3 more9
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 3,013 | $835.1 million |
| High net worth individuals | 402 | $1.5 billion |
| Banking or thrift institutions | 8 | $159.5 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $67.2 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 16 | $8.5 million |
| Charitable organizations | 3 | $9.0 million |
| Insurance companies | 4 | $17.3 million |
| Corporations or other businesses not listed above | 1,025 | $2.6 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Selection of other advisors (including private fund managers)
- Other: "CONSOLIDATION REPORTING AND CONSULTING SERVICES"
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Other: "CONSOLIDATION REPORTING AND CONSULTING SERVICES"
Assets and accounts
- Regulatory assets$5.2 billion
- Accounts5,107
- Discretionary$2.1 billion · 2,079 accounts
- Non-discretionary$3.1 billion · 3,028 accounts
People
- Employees223
- Advisory staff178
- Broker-dealer reps211
- Licensed insurance agents68
Advisors
148 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 282589, SEC file 801-107256.
- Registered with the SEC as an investment advisor (status date on record: February 22, 2016).
Is Insigneo Advisory Services, LLC a fiduciary?
Short answer: Insigneo Advisory Services, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 211 staff are broker-dealer representatives, the firm is itself a registered representative of a broker-dealer and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
68 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.