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Daniel Deontanon

INSIGNEO ADVISORY SERVICES, LLC·MIAMI, Florida
Series 24Series 10Series 9Series 4Series 23Series 7Series 3Series 31Series 65Series 63SIE
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777 BRICKELL AVENUE, SUITE 1010, MIAMI, FL 33131CRD# 2653594Firm CRD# 282589
01

About

Daniel Deontanon is a registered financial advisor based in MIAMI, Florida, affiliated with INSIGNEO ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
INSIGNEO ADVISORY SERVICES, LLC
INSIGNEO ADVISORY SERVICES, LLC
AUM
$3.1B
Regulatory assets under management
Employees
185
Total firm employees
View all advisors at INSIGNEO ADVISORY SERVICES, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: REBATES/TRAILER FEES
Regulatory
SEC/IARD CRD# 2653594
Firm CRD# 282589
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Deontanon offer?
Daniel Deontanon specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Daniel Deontanon's credentials?
Daniel Deontanon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Deontanon located?
Daniel Deontanon is based in MIAMI, Florida, working with INSIGNEO ADVISORY SERVICES, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Daniel Deontanon charge for services?
Daniel Deontanon's firm is compensated through percentage of aum, subscription fees, other: rebates/trailer fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INSIGNEO ADVISORY SERVICES, LLC?
INSIGNEO ADVISORY SERVICES, LLC has approximately 185 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
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