Insigneo Advisory Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 31, 2026, reports $5.2B in regulatory assets under management, 223 employees, 16 offices, and 5,107 accounts.
Assets Under Management
$5.2B
Employees
223
Offices
16 offices
Total Clients
4,473
Primary office
MIAMI, FL
1221 BRICKELL AVENUE, 27TH FLOOR, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.4% of total clients.
Top client categories% of clientsClients
1
Individuals
67.4%
3,013
2
Corporations
22.9%
1,025
3
HNWI
9.0%
402
4
Pension Plans
0.4%
16
5
Banks
0.2%
8
Additional categories (<0.1%)
Pooled Investment Vehicles<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.2Bas of March 31, 2026
Discretionary40.1%
$2.1B
40% of total RAUM40.1%
Non-discretionary59.9%
$3.1B
60% of total RAUM59.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.2B
Total Accounts5,107
10Y AUM Change+$5.1B (+4508.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees223
Clients per Employee20:1
10Y Employee Change+207 (+1293.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.