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 organized as a corporation and SEC-registered since 2005. The firm serves both individual & family clients and institutional clients, providing financial planning and portfolio management for individuals, small businesses, and businesses or institutions. Ownership is held by domestic entities and individuals. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Signature Financial Services, Ltd does not position itself as a capital allocator, does not market itself as an active ESG investor, and is not identified as a multi-state adviser in the snapshot. The firm also lists an affiliation with an insurance company, indicating distribution or product relationships beyond discretionary portfolio management.