IA
INSIGNEO ADVISORY SERVICES, LLC
SEC RegisteredYour passport to possibilities.
MIAMI, FLhttps://insigneo.com305.373.9000
Assets Under Management
$5B–$25B
Employees
223
Office Locations
16 offices
Total Accounts
5107
About the firm
Insigneo is a wealth management firm with over $37 billion in assets under management and 500+ qualified investment professionals across various jurisdictions. The firm emphasizes navigating wealth together with clients and investment professionals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPooled VehiclesPension/Profit SharingState/Municipal
Areas of expertise
Wealth ManagementInvestment ProfessionalsAssets Under ManagementFinancial AdvisoryInternational
Services
Wealth management services, connecting clients with investment professionals, and providing a platform for investment professionals to operate.
Private funds / alternatives
Private Equity
Who they serve
Clients seeking wealth management services and qualified investment professionals looking to join the firm.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3,013 | $835M |
| High Net Worth Individuals | 402 | $1.5B |
| Investment Companies | 8 | — |
| Pension/Profit Sharing Plans | 2 | $67M |
| Charitable Organizations | 16 | $8.5M |
| State/Municipal Entities | 3 | — |
| Sovereign Wealth Funds | 4 | — |
0 total clients reported on Form ADV.
Leadership
Llc R-Henriquez Holdings
MEMBER
Beatriz Gutierrez Junco
CHIEF COMPLIANCE OFFICER
Inc. Northeastgis Holdings
SHAREHOLDER
Llc Insigneo Financial Group
MEMBER
Rh Revocable Trust
MEMBER
Rh Children's Trust
MEMBER
Raul Henriquez
TRUSTEE
Sara Roxana Silva Henriquez
TRUSTEE
George Washington Arnett
GENERAL COUNSEL, CHIEF RISK OFFICER AND GLOBAL COMPLIANCE
Javier Rivero
PRESIDENT AND CHIEF OPERATING OFFICER
Mariano Federico Scandizzo
HEAD OF ADVISORY
Office locations
16 offices in 6 states
FL
MIAMIHQ
TX
SAN ANTONIO
TX
HOUSTON
TX
LAREDO
SANTIAGO
MONTEVIDEO
MONTEVIDEO
PR
SAN JUAN
MA
BOSTON
MONTEVIDEO
FL
BOCA RATON
NY
NEW YORK
CA
EL CAJON
FL
CORAL GABLES
CALI
FL
AVENTURA
Advisors at this firm
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Jeannie P. Adams
Investment Adviser Representative
Jose Gustavo Aguilar
Investment Adviser Representative
Karem M Andraus
Investment Adviser Representative
Alejandra Aragones
Investment Adviser Representative
Cesar Augusto Arana
Investment Adviser Representative
Mariela Cecilia Arana Landaeta
Investment Adviser Representative
Astrid Amaranta Arias Ruiz
Investment Adviser Representative
Carlos Manuel Asilis
Investment Adviser Representative
Michael Robert Averett
Investment Adviser Representative
Gabriel Alfredo Ayerbe Lopez
Investment Adviser Representative
Luiz David Azambuja
Investment Adviser Representative
Christian Morgan Bagshaw
Investment Adviser Representative
Jose Israel Balmaceda
Investment Adviser Representative
Ignacio Agustin Barcena
Investment Adviser Representative
Evelyn Mercedes Benbrahim
Investment Adviser Representative
Renato Bisconcini
Investment Adviser Representative
Juan Pablo Bolanos
Investment Adviser Representative
Carlos Edmundo Bonadies
Investment Adviser Representative
Carlos Andres Bonnin Lugo
Investment Adviser Representative
Marcelo Borrelli
Investment Adviser Representative
Liliana Borrero Acevedo
Investment Adviser Representative
Andres Brik
Investment Adviser Representative
Juan Clemenza
Investment Adviser Representative
Melissa Michelle Cobas Leon
Investment Adviser Representative
Juan Carlos Costas
Investment Adviser Representative
Jose Cabrera
Investment Adviser Representative
Jose Alexis Cabrera
Investment Adviser Representative
Kristina Cabrera
Investment Adviser Representative
Stephanie Marie Cabrera
Investment Adviser Representative
Felipe Caicedo Llano
Investment Adviser Representative
Jose Nader Calero
Investment Adviser Representative
Harold Jesus Calveira Leon
Investment Adviser Representative
Juan Martin Campuzano
Investment Adviser Representative
Miguel Benigno Carrillo
Investment Adviser Representative
Gerardo Ivan Castillo
Investment Adviser Representative
Diego Castillo Escoriaza
Investment Adviser Representative
Lisandro J Chanlatte
Investment Adviser Representative
Jose Manuel Cobian Moran
Investment Adviser Representative
Angel Luis Colina III
Investment Adviser Representative
Angel Luis Colina
Investment Adviser Representative
Francisco Alberto Collado
Investment Adviser Representative
Kevin Enrique Concha
Investment Adviser Representative
Javier Cortina Obregon
Investment Adviser Representative
Vicent Costa
Investment Adviser Representative
Salvador Roberto Diaz-Bazan
Investment Adviser Representative
Raily J Diaz-Rodriguez
Investment Adviser Representative
Felix Jose Dones-Pagan
Investment Adviser Representative
Jorge De Apodaca
Investment Adviser Representative
Isadora Melissa Del Llano
Investment Adviser Representative
Zoraida Caridad Diaz
Investment Adviser Representative
Esteban Alberto Diaz Fadic
Investment Adviser Representative
Luis Antonio Ehlers
Investment Adviser Representative
Jonathan Albert Ender
Investment Adviser Representative
Hector Alejandro Equihua
Investment Adviser Representative
Elias Fakhouri
Investment Adviser Representative
Rene Emilio Faria Gonzalez
Investment Adviser Representative
Eduardo Jesus Fernandez
Investment Adviser Representative
Oscar Eduardo Fernandez Este
Investment Adviser Representative
Nicole Estefania Flores Santos
Investment Adviser Representative
Mariana Foerster
Investment Adviser Representative
Juan Pablo Fortoul Solorzano
Investment Adviser Representative
Maria Elena Garcia
Investment Adviser Representative
Luis Fernando Garcia-Pinto
Investment Adviser Representative
Nilia Gasson
Investment Adviser Representative
Samuel Goihman Benaim
Investment Adviser Representative
Camilo Januario Ferreira Gomes
Investment Adviser Representative
Juan Agustin Gonzalez
Investment Adviser Representative
Maria De Las Mercedes Gonzalez
Investment Adviser Representative
Michael Edward Gonzalez
Investment Adviser Representative
Roberto Jose Gonzalez
Investment Adviser Representative
Alejandro M Guardiola
Investment Adviser Representative
Alain Guerra
Investment Adviser Representative
Maria Ximena Guevara Fajardo
Investment Adviser Representative
John Edwin Healy
Investment Adviser Representative
Andrea Margaret Hebditch
Investment Adviser Representative
Maria A Hebditch
Investment Adviser Representative
Victor James Hebditch
Investment Adviser Representative
Reynaldo Hellmund
Investment Adviser Representative
Kyle M Hernandez
Investment Adviser Representative
Lissett Altagracia Hernandez
Investment Adviser Representative
Andrea Federica Hernandez Zavarce
Investment Adviser Representative
Patricia Patricia Holder
Investment Adviser Representative
Leandro Rafael Infantino
Investment Adviser Representative
Pedro Ignacio Isern
Investment Adviser Representative
Pedro Ignacio Jr. Isern
Investment Adviser Representative
James Michael Jiao
Investment Adviser Representative
Jason Jimenez
Investment Adviser Representative
Mirko Joldzic
Investment Adviser Representative
Jeffrey Brandon Kline
Investment Adviser Representative
Jeffrey Brandon Kline
Investment Adviser Representative
Pedro Lawrie
Investment Adviser Representative
Adrian Leon
Investment Adviser Representative
Alberto David Lopez
Investment Adviser Representative
John Lopez
Investment Adviser Representative
Jorge Andres Lopez
Investment Adviser Representative
Tomas Lopez Vargas
Investment Adviser Representative
Veronica Lopez-Lopez
Investment Adviser Representative
Bernardo Ferrao Lucena
Investment Adviser Representative
Mayobanex Martinez
Investment Adviser Representative
Ariel Materin
Investment Adviser Representative
Regulatory & compliance
CRD number
#282589
SEC Number
801-107256
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Other
Minimum: $100,000 (waivable)
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
insigneo.comPhone
305.373.9000Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. INSIGNEO ADVISORY SERVICES, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.