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INSIGNEO ADVISORY SERVICES, LLC

SEC Form ADV profile.

Total regulatory AUM
$5,162,797,048
Discretionary
$2,071,214,373
Non-discretionary
$3,091,582,675

Firm details

CRD number
282589
SEC file number
801-107256
Main office
MIAMI, FL, United States
Employees
223
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees Other

As of October 2026.