Signature Financial Services, Ltd

RIASEC RegisteredEst. 2005

Total AUM

$274M

Discretionary

$241M

88% of AUM

Avg account

$542K

Accounts

506

Employees

Advisory reps

Firm details

Headquarters: Arlington Heights, Illinois
CRD number: 123729
Registered since: May 27, 2005
Website: www.signatureadvisors.com
Custodians: PERSHING LLC, SEI INVESTMENTS DISTRIBUTION CO., AMERICAN FUNDS & TRUSTS INCORPORATED
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI60.64%
Individuals26.28%
Pension & Profit Sharing Plans12.11%
Corporations / Businesses0.97%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Signature Financial Services, Ltd. is an independent registered investment adviser that has been SEC-registered since 2005 and operates as a corporate entity. The firm serves both individual and family clients as well as institutional clients, providing financial planning and discretionary and non-discretionary portfolio management for individuals, small businesses, and larger business or institutional accounts. Its fees are charged via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Signature does not identify as an active ESG investor. Signature does not appear to run proprietary funds or operate as a capital allocator; instead it places client capital with external managers and traditional public investments. It also lists an insurance company affiliation among its industry relationships.