Insigneo Wealth Advisors LLC
Legal Name: INSIGNEO WEALTH ADVISORS, LLC
777 BRICKELL AVENUE, SUITE 1010, MIAMI, FL
Full Contact Details
Other Info
Insigneo Wealth Advisors LLC is legally known as INSIGNEO WEALTH ADVISORS, LLC. It is a FL Limited Liability Company. This firm has 12 employees, of which 4 are employees in advisory roles. It serves 13 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Apr 7, 2011.
Direct Owners
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BEATRIZ GUTIERREZ JUNCO
CHIEF COMPLIANCE OFFICER owns less than 5%
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GEORGE WASHINGTON ARNETT
GENERAL COUNSEL, CHIEF RISK OFFICER & GLOBAL COMPLIANCE owns less than 5%
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GUILLERMO ENRIQUE VERNET
PRESIDENT/ MANAGING DIRECTOR owns more than 25% but less than 50%
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INSIGNEO FINANCIAL GROUP, LLC
MEMBER owns 75% or more
Indirect Owners
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R-HENRIQUEZ HOLDINGS, LLC
SHAREHOLDER owns 75% or more
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RAUL HENRIQUEZ
TRUSTEE
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RH CHILDREN'S TRUST
MEMBER owns more than 25% but less than 50%
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RH REVOCABLE TRUST
MEMBER owns 75% or more
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SARA ROXANA SILVA HENRIQUEZ
CO-TRUSTEE
Prime Brokers
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INSIGNEO SECURITIES, LLC
United States