SignatureFD, LLC
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
FINTRXOverview
SignatureFD, LLC is an independent registered investment adviser structured as an LLC and operating as a capital allocator for both high-net-worth individuals and institutional clients. Its advisory scope includes comprehensive financial planning, separate account portfolio management for individuals and businesses, management of pooled investment vehicles, pension consulting, and the selection of outside managers. The firm also operates an insurance brokerage practice and identifies as an active ESG investor. SignatureFD has been recognized repeatedly by industry outlets, including placements on Barron's Top 100 RIA lists (multiple years) and appearances in Forbes and Financial Times rankings.
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 Funds60%
- Exchange Traded Equities24%
- Private Funds7%
- Cash & Cash Equivalents4%
- State & Local Bonds3%
Owners & executives
3 of 6
Heather Robertson Fortner
Chief Executive OfficerCRD 5123016
David Fisher
Co-Founder, Chief Wealth OfficerCRD 2912277
Anthony Welch
Partner, Chief Investment OfficerCRD 6028631
Contacts
3 of 48
John Thacker
Partner, Wealth AdvisorCRD 5539324
Elizabeth DiPaolo
PartnerCRD 6027666
Ashley Corban
PartnerCRD 5891806
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 774Active vs passive
$5.1B in ETFs
72%
$3.7B
16%
$1.4B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $899M | 7,236,734 | 17.57% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 1230 Peachtree St Ne
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Openarc Corporate Advisory, LLC
RIAAtlanta, GA
Crawford Investment Counsel Inc
RIAAtlanta, GA
Advisory Services Network
RIAAtlanta, GA
Arkadios Wealth Advisors
RIAAtlanta, GA
Asset Preservation Advisors, LLC
RIAAtlanta, GA
Nicholas Hoffman & Company, LLC
RIAAtlanta, GA