SIGNATURE RESOURCES LLC
Firm details
- Headquarters
- ,
- CRD number
- 329244
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.2%
- Individuals5.8%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Signature Resources LLC is a small, fee-based advisory firm that manages portfolios primarily for individuals, families and smaller business clients. The firm charges a percentage-of-AUM advisory fee and acts mainly as a discretionary portfolio manager, handling day-to-day investment decisions for the bulk of its clients. Its advisory scope includes both high-net-worth households and smaller institutional/business accounts, and its filing indicates it does not position itself as a capital allocator or multi-state registered adviser. Investment activity centers on pooled public investments — mutual funds and other public funds — with significant allocations to supplement portfolios via hedge funds and real estate strategies. The firm is not identified as an active ESG investor. Ownership and control are on an individual basis rather than a larger corporate or multi-adviser structure.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities21%
- Cash & Cash Equivalents9%
- Private Funds2%
Contacts
2 of 2RENEE HOPE-GILL
OwnerCRD 4345730
LANCE HOPE-GILL
Investment Advisor RepresentativeCRD 3066537
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
COMPLETE ADVISORS
RIAVALLEY STREAM, NY
LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC
RIANew York, NY
TITAN CAPITAL MANAGEMENT
RIAScottsdale, AZ
WINDERMERE WEALTH ADVISORS, LLC
RIAELM GROVE, WI
ROSEWOOD WEALTH MANAGEMENT
RIAPACIFIC FINANCIAL PLANNERS, LLC
RIALAGUNA NIGUEL, CA