Insigneo Advisory Services, LLC is a large advisory firm based in Miami. It manages $811.77 million of regulatory assets for 813 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Arizona, California, Florida, and 4 other states.
Insigneo Advisory Services provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and consolidation of financial reports and consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Insigneo Advisory Services, LLC is $811.77 million. The firm's AUM has grown by 434% since the beginning of its operation, and $753.56 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Insigneo Advisory Services, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Paul Edward Duffy is corporations or other businesses with 166 clients and $438.47 million of assets under management. Among the 9 most similar advisory firms, Insigneo Advisory Services has the highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $811.77 million for 813 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 91% of the firm’s clients are foreign persons or businesses.
Insigneo Advisory Services doesn't advise any private funds.
The company employs 74 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. 45 employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Paul Edward Duffy has been acting as President since 1 Aug 2017. Daniel Deontanon joined the executive team most recently as the President.
The principal office where Insigneo Advisory Services, LLC performs its advisory services is located at 777 Brickell Avenue, Suite 1010, Miami, FL 33131, which is also the mailing address of the firm. An additional office of the firm is in San Juan, PR. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 305.373.9000 or by fax 305.808.9830. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at insigneo.com.