Signet Investment Advisory Group, Inc.
Firm details
- Headquarters
- Providence, Rhode Island
- CRD number
- 123910
- Registered since
- November 26, 2002
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.73%
- Individuals9.26%
- Pension & Profit Sharing Plans1.96%
- Corporations / Businesses0.97%
- Charitable Organizations0.09%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Signet Investment Advisory Group, Inc. is an independent, SEC-registered registered investment adviser formed in 2002 and owned by an individual. The firm provides portfolio management primarily for individuals, families and small-business clients, charging fees as a percentage of assets under management. Signet serves both individual/family and institutional clients and reports that it does not operate as a capital allocator or pension consultant, and it does not market itself as an ESG-focused or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities45%
- US Government Bonds23%
- Public Funds/Mutual Funds23%
- Investment Grade Corp Bonds5%
- State & Local Bonds2%
Contacts
3 of 4
Tyler Khalfayan
Investment Portfolio AssociateCRD 7805422
Roberta Capuano
PrincipalCRD 2088390
Erin Beaton
Senior Client AssociateCRD 6953107
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$42.7M in ETFs
97%
$41.6M
3%
$1.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $14.2M | 511,799 | 33.20% |
Location
Providence, RI
Providence
Location
Providence, RI
Headquartered in Providence, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Providence
- Address
- 101 Dyer St
- Time zone
- ET (UTC-5)
- Office locations
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