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INSIGNEO ADVISORY SERVICES, LLC
CRD 282589File 801-107256
APPROVED
Retail clients
Custody
Filing as of Jun 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.16B
Top 25% of cohort (national)
Discretionary AUM
$2.07B
Non-discretionary $3.09B
Clients
4,473
5,107 accounts
Employees
223
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 22, 2016
- Principal office
- 1221 BRICKELL AVENUE, 27TH FLOOR, MIAMI, FL, 33131
- Phone
- 305.373.9000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.16B
- Discretionary AUM
- $2.07B
- Non-discretionary AUM
- $3.09B
- Discretionary accounts
- 2,079
- Non-discretionary accounts
- 3,028
- Total accounts
- 5,107
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1,025 | $2.61B |
| Insurance companies | 4 | $17.3M |
| Charitable organizations | 3 | $9.0M |
| High net worth individuals | 402 | $1.46B |
| Pooled investment vehicles | 2 | $67.2M |
| Banking or thrift institutions | 8 | $159.5M |
| Pension and profit sharing plans | 16 | $8.5M |
| Individuals (other than high net worth individuals) | 3,013 | $835.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REBATES/TRAILER FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.