Insigneo Wealth Advisors LLC
Legal Name: INSIGNEO WEALTH ADVISORS, LLC
Full Contact Details
Insigneo Wealth Advisors LLC
777 BRICKELL AVENUE, SUITE 1010, MIAMI, FL
305-373-9000
305-373-2946
Other Info
Insigneo Wealth Advisors LLC, a Florida-based limited liability company with 12 employees and 4 advisory roles, proudly serves an exclusive clientele of 13 clients. Its last reported SEC status was approved on April 7, 2011, reflecting its steadfast commitment to providing excellent financial advice and management services.
Insigneo | Financial Group
We are a financial services group relentlessly focused on your success and prosperity. We pioneered the independent model and we are evolving again to partner for success with our clients. Meet the future: co/created solutions, innovation, transformation and impact.
Direct Owners
-
BEATRIZ GUTIERREZ JUNCO
CHIEF COMPLIANCE OFFICER owns less than 5%
-
GEORGE WASHINGTON ARNETT
GENERAL COUNSEL, CHIEF RISK OFFICER & GLOBAL COMPLIANCE owns less than 5%
-
GUILLERMO ENRIQUE VERNET
PRESIDENT/ MANAGING DIRECTOR owns more than 25% but less than 50%
-
INSIGNEO FINANCIAL GROUP, LLC
MEMBER owns 75% or more
Indirect Owners
-
R-HENRIQUEZ HOLDINGS, LLC
SHAREHOLDER owns 75% or more
-
RAUL HENRIQUEZ
TRUSTEE
-
RH CHILDREN'S TRUST
MEMBER owns more than 25% but less than 50%
-
RH REVOCABLE TRUST
MEMBER owns 75% or more
-
SARA ROXANA SILVA HENRIQUEZ
CO-TRUSTEE
Prime Brokers
-
INSIGNEO SECURITIES, LLC
United States