INSIGNEO ADVISORY SERVICES, LLC
CRD #282589 SEC #801-107256 MIAMI, FL 305.373.9000
SEC Registered Private Funds
Total AUM
$3.6B
Discretionary
$2.6B
Employees
197
Clients
--
Accounts
4,142
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $3.6B | $2.6B | $1B | 197 | 16 |
| Nov 2025 | $3.6B | $2.6B | $1B | 197 | 16 |
| Nov 2025 | $3.6B | $2.6B | $1B | 197 | 16 |
| Aug 2025 | $3.6B | $2.6B | $1B | 197 | 16 |
| Jun 2025 | $3.6B | $2.6B | $1B | 197 | 16 |
| Mar 2025 | $3.6B | $2.6B | $1B | 197 | 16 |
| Dec 2024 | $3.1B | $2.2B | $823.5M | 185 | 16 |
| Jun 2024 | $3.1B | $2.2B | $823.5M | 185 | 16 |
| Mar 2024 | $3.1B | $2.2B | $823.5M | 185 | 16 |
| Dec 2023 | $2.2B | $1.5B | $706.8M | 167 | 20 |
| Nov 2023 | $1.9B | $1.3B | $638.9M | 152 | 7 |
| Mar 2023 | $1.9B | $1.3B | $638.9M | 152 | 7 |
| Jan 2023 | $2.1B | $1.5B | $614.5M | 146 | 5 |
| Jan 2023 | $2.1B | $1.5B | $614.5M | 146 | 5 |
| Nov 2022 | $2.1B | $1.5B | $614.5M | 146 | 5 |
| Oct 2022 | $2.1B | $1.5B | $614.5M | 146 | 5 |
| Aug 2022 | $2.1B | $1.5B | $614.5M | 146 | 5 |
| Apr 2022 | $2.1B | $1.5B | $614.5M | 146 | 5 |
| Mar 2022 | $2.2B | $1.5B | $702.8M | 146 | 5 |
| Oct 2021 | $1.5B | $838.9M | $643M | 103 | 9 |
| Aug 2021 | $1.5B | $838.9M | $643M | 103 | 9 |
| Aug 2021 | $1.5B | $838.9M | $643M | 103 | 9 |
| Jul 2021 | $1.5B | $838.9M | $643M | 103 | 9 |
| Jun 2021 | $1.5B | $838.9M | $643M | 103 | 9 |
| May 2021 | $1.5B | $838.9M | $643M | 103 | 9 |
| Mar 2021 | $1.5B | $838.9M | $643M | 103 | 9 |
| Oct 2020 | $1B | $423.7M | $601M | 79 | 1 |
| Aug 2020 | $1B | $423.7M | $601M | 79 | 1 |
| Jun 2020 | $1B | $423.7M | $601M | 79 | 1 |
| Apr 2020 | $1B | $423.7M | $601M | 79 | 1 |
| Mar 2020 | $1B | $423.7M | $601M | 79 | 1 |
| Dec 2019 | $811.8M | $316M | $495.8M | 74 | 0 |
| Dec 2019 | $811.8M | $316M | $495.8M | 74 | 0 |
| Dec 2019 | $811.8M | $316M | $495.8M | 74 | 0 |
| May 2019 | $811.8M | $316M | $495.8M | 74 | 0 |
| Mar 2019 | $811.8M | $316M | $495.8M | 74 | 0 |
| Mar 2018 | $572.4M | $193.5M | $379M | 60 | 0 |
| Sep 2017 | $152.1M | $146.3M | $5.8M | 49 | 26 |
| Aug 2017 | $152.1M | $146.3M | $5.8M | 49 | 26 |
| Apr 2017 | $112M | $105.2M | $6.8M | 16 | 26 |
| Mar 2017 | $112M | $105.2M | $6.8M | 16 | 26 |
| Mar 2017 | $40.6M | $40.6M | $0 | 18 | 1 |
| Jun 2016 | $40.6M | $40.6M | $0 | 18 | 1 |
DateDec 2025
Total AUM$3.6B
Discretionary$2.6B
Non-Disc.$1B
Employees197
Clients16
DateNov 2025
Total AUM$3.6B
Discretionary$2.6B
Non-Disc.$1B
Employees197
Clients16
DateNov 2025
Total AUM$3.6B
Discretionary$2.6B
Non-Disc.$1B
Employees197
Clients16
DateAug 2025
Total AUM$3.6B
Discretionary$2.6B
Non-Disc.$1B
Employees197
Clients16
DateJun 2025
Total AUM$3.6B
Discretionary$2.6B
Non-Disc.$1B
Employees197
Clients16
DateMar 2025
Total AUM$3.6B
Discretionary$2.6B
Non-Disc.$1B
Employees197
Clients16
DateDec 2024
Total AUM$3.1B
Discretionary$2.2B
Non-Disc.$823.5M
Employees185
Clients16
DateJun 2024
Total AUM$3.1B
Discretionary$2.2B
Non-Disc.$823.5M
Employees185
Clients16
DateMar 2024
Total AUM$3.1B
Discretionary$2.2B
Non-Disc.$823.5M
Employees185
Clients16
DateDec 2023
Total AUM$2.2B
Discretionary$1.5B
Non-Disc.$706.8M
Employees167
Clients20
DateNov 2023
Total AUM$1.9B
Discretionary$1.3B
Non-Disc.$638.9M
Employees152
Clients7
DateMar 2023
Total AUM$1.9B
Discretionary$1.3B
Non-Disc.$638.9M
Employees152
Clients7
DateJan 2023
Total AUM$2.1B
Discretionary$1.5B
Non-Disc.$614.5M
Employees146
Clients5
DateJan 2023
Total AUM$2.1B
Discretionary$1.5B
Non-Disc.$614.5M
Employees146
Clients5
DateNov 2022
Total AUM$2.1B
Discretionary$1.5B
Non-Disc.$614.5M
Employees146
Clients5
DateOct 2022
Total AUM$2.1B
Discretionary$1.5B
Non-Disc.$614.5M
Employees146
Clients5
DateAug 2022
Total AUM$2.1B
Discretionary$1.5B
Non-Disc.$614.5M
Employees146
Clients5
DateApr 2022
Total AUM$2.1B
Discretionary$1.5B
Non-Disc.$614.5M
Employees146
Clients5
DateMar 2022
Total AUM$2.2B
Discretionary$1.5B
Non-Disc.$702.8M
Employees146
Clients5
DateOct 2021
Total AUM$1.5B
Discretionary$838.9M
Non-Disc.$643M
Employees103
Clients9
DateAug 2021
Total AUM$1.5B
Discretionary$838.9M
Non-Disc.$643M
Employees103
Clients9
DateAug 2021
Total AUM$1.5B
Discretionary$838.9M
Non-Disc.$643M
Employees103
Clients9
DateJul 2021
Total AUM$1.5B
Discretionary$838.9M
Non-Disc.$643M
Employees103
Clients9
DateJun 2021
Total AUM$1.5B
Discretionary$838.9M
Non-Disc.$643M
Employees103
Clients9
DateMay 2021
Total AUM$1.5B
Discretionary$838.9M
Non-Disc.$643M
Employees103
Clients9
DateMar 2021
Total AUM$1.5B
Discretionary$838.9M
Non-Disc.$643M
Employees103
Clients9
DateOct 2020
Total AUM$1B
Discretionary$423.7M
Non-Disc.$601M
Employees79
Clients1
DateAug 2020
Total AUM$1B
Discretionary$423.7M
Non-Disc.$601M
Employees79
Clients1
DateJun 2020
Total AUM$1B
Discretionary$423.7M
Non-Disc.$601M
Employees79
Clients1
DateApr 2020
Total AUM$1B
Discretionary$423.7M
Non-Disc.$601M
Employees79
Clients1
DateMar 2020
Total AUM$1B
Discretionary$423.7M
Non-Disc.$601M
Employees79
Clients1
DateDec 2019
Total AUM$811.8M
Discretionary$316M
Non-Disc.$495.8M
Employees74
Clients0
DateDec 2019
Total AUM$811.8M
Discretionary$316M
Non-Disc.$495.8M
Employees74
Clients0
DateDec 2019
Total AUM$811.8M
Discretionary$316M
Non-Disc.$495.8M
Employees74
Clients0
DateMay 2019
Total AUM$811.8M
Discretionary$316M
Non-Disc.$495.8M
Employees74
Clients0
DateMar 2019
Total AUM$811.8M
Discretionary$316M
Non-Disc.$495.8M
Employees74
Clients0
DateMar 2018
Total AUM$572.4M
Discretionary$193.5M
Non-Disc.$379M
Employees60
Clients0
DateSep 2017
Total AUM$152.1M
Discretionary$146.3M
Non-Disc.$5.8M
Employees49
Clients26
DateAug 2017
Total AUM$152.1M
Discretionary$146.3M
Non-Disc.$5.8M
Employees49
Clients26
DateApr 2017
Total AUM$112M
Discretionary$105.2M
Non-Disc.$6.8M
Employees16
Clients26
DateMar 2017
Total AUM$112M
Discretionary$105.2M
Non-Disc.$6.8M
Employees16
Clients26
DateMar 2017
Total AUM$40.6M
Discretionary$40.6M
Non-Disc.$0
Employees18
Clients1
DateJun 2016
Total AUM$40.6M
Discretionary$40.6M
Non-Disc.$0
Employees18
Clients1