SIGNET PRIVATE WEALTH, LLC

RIASEC RegisteredEst. 2023
Total AUM
$190M
Discretionary
$154M
81% of AUM
Avg account
$670K
Accounts
283
Employees
4
Advisory reps
4

Firm details

Headquarters
CHICAGO, Illinois
CRD number
290029
Registered since
May 25, 2023
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI85.53%
  • Individuals8.56%
  • Charitable Organizations5.9%
  • Other0.01%
Services
Financial PlanningPortfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Signet Private Wealth, LLC is an independent registered investment advisor that began SEC registration in 2023 and serves both individual/family and institutional clients. The firm offers financial planning and portfolio management for individuals and small businesses, and also produces investment-related publications. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. Signet reports being an active ESG investor and lists an accounting firm among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, Public Funds/Mutual Funds 30%, US Government Bonds 18%, Cash & Cash Equivalents 11%, Investment Grade Corp Bonds 1%40%
  • Exchange Traded Equities40%
  • Public Funds/Mutual Funds30%
  • US Government Bonds18%
  • Cash & Cash Equivalents11%
  • Investment Grade Corp Bonds1%

Contacts

3 of 4
  • DAVID VENTURA

    Managing PrincipalCRD 5333708

  • Jonathan Spencer

    Founder, Managing PrincipalCRD 6731276

  • Thomas Laughlin

    Investment AnalystCRD 7054070

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 48

Active vs passive

$53M in ETFs

Passive

97%

$51.4M

Active

2%

$1.6M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$18.6M28,45835.05%

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
150 S Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth