SignatureFD, LLC

RIASEC Registered

Total AUM

$9.7B

Discretionary

$9B

93% of AUM

Avg account

$872K

Accounts

11,102

Employees

130

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 112758
Registered since: July 6, 2001
Website: signaturefd.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI87.4%
Individuals7.44%
Pooled Investment Vehicles3.86%
Charitable Organizations1.23%
Pension & Profit Sharing Plans0.07%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

SignatureFD, LLC is an independent, owner-managed registered investment adviser that has been SEC-registered since 2001. The firm serves high-net-worth individuals and families as well as institutional clients, positioning itself as a fee-based wealth manager and capital allocator that combines financial planning, portfolio management and insurance brokerage services. Its billing model mixes percentage-of-assets, hourly and fixed-fee arrangements. Advisory capabilities span financial planning, separate-account management for individuals and pooled vehicles, investment management for businesses and institutions, pension-related consulting and the selection of outside advisers. The firm indicates an active approach to environmental, social and governance (ESG) factors and allocates capital to third-party alternative managers. SignatureFD has been recognized repeatedly by industry publications, including listings from Barron’s, Forbes, the Financial Times and Citywire in recent years.