Signal Research Group LLC

RIASEC Registered

Total AUM

$18.3M

Discretionary

$18.3M

100% of AUM

Avg account

$122K

Accounts

150

Employees

Advisory reps

Firm details

Headquarters: Edmond, Oklahoma
CRD number: 166392
Website: signalrg.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., AXOS CLEARING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals64.62%
HNWI33.34%
Corporations / Businesses1.32%
Pension & Profit Sharing Plans0.72%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersMarket Timing Services

Firm profile

FINTRX

Overview

Signal Research Group LLC is an independent, individual-owned registered investment adviser operating as a limited liability company and positioned to serve individuals and families. The firm acts as a capital allocator and provides a mix of advisory services that include financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and market timing services. Its fee arrangements are flexible and include percentage-of-AUM billing, hourly charges, fixed fees and other fee structures. Signal Research Group does not classify itself as an active ESG investor and is not organized as a multi-state adviser.