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Building 2INSIGNEO WEALTH ADVISORS, LLC

Map pinMIAMI, FL
Phone305-373-9000
NotebookSEC #801-72275
Total AUM
$21.9M
Employees
4
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
777 BRICKELL AVENUE
SUITE 1010
MIAMI
FL 33131
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
305-373-9000

ReceiptFinancials

Total AUM
$21.9M
Accounts
23
Discretionary
$21.8M
Accounts
20
Non-Discretionary
$68.2K
Accounts
3

ContactClients

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Individual Clients
9
AUM
$3.9M
HNW Individual Clients
6
AUM
$15.6M
Corporation or Business Clients
6
AUM
$2.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSOLIDATION SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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