Alberto David Lopez

Insigneo Advisory Services, LLC

11 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

Alberto has 100% ownership with his spouse of Gville Properties LLC, a rental property business, since 2019, dedicating minimal time. He also has an administrative role at Insigneo Advisory Services LLC.