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 an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individuals and families and charges clients on a percentage-of-assets-under-management basis. Its advisory work centers on discretionary portfolio management for individuals and small businesses and also provides portfolio management services to businesses or institutions. FINTRX flags the firm as not being an active ESG investor and not a multi-state adviser (although the firm maintains offices in more than one state). Signature Resources is not classified as a capital allocator, indicating it typically places client capital with external managers or pooled vehicles rather than acting as a primary direct investor.
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 2
Lance Hope-gill
Investment Advisor RepresentativeCRD 3066537
Renee Hope-gill
OwnerCRD 4345730
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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