Albert Alexander Philion

CFP

Insigneo Advisory Services, LLC

33 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

Albert is a financial advisor with Insigneo Advisory Services, dedicating about half his time to portfolio creation and asset allocation. He also holds minority ownership stakes in Kraken Holdings LLC, Infinity Medical Engineering, and Scarpetta Limited, but spends no time on these ventures.