Andres Brik

Insigneo Advisory Services, LLC

15 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Insigneo Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

173 advisors

Number of Clients

3,346 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$3.6B

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

1221 Brickell Avenue, 27th Floor, Miami, FL, 33131

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Andres works as a financial advisor for Insigneo Advisory Services, LLC, focusing on portfolio creation and asset allocation, dedicating approximately 60 hours per month to this role. He also has several passive investments in real estate and a flow-through entity for tax purposes, but these require minimal time commitment.