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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Signature Financial Services Ltd
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|---|---|
| CRD # | 123729 |
| SEC # | 801-64258 |
| CIK # | |
| AUM | $227.1 M (2025-03-05) |
| Employees | 12 (100% Investors, 100% Brokers) |
| Phone | 847-545-8070 |
| Address | 855 East Golf Road, Suite 2128 Arlington Heights, IL 60005 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 203 | 91.1 |
| (b) Individuals (high net worth individuals) | 117 | 98.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 34.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 475 | 227.1 |
| By Discretionary | ||
| Discretionary | 454 | 192.5 |
| Non-Discretionary | 21 | 34.6 |
| Total | 475 | 227.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 227.1 | |
| Total | 475 | 227.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Epiqwest Culver Wealth Advisors LLC
✚
|
CO | 0.2 |
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Tyner Capital Management Investment Counsel Inc
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TN | 0.2 |
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RFM Financial Solutions LLC
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MI | 0.2 |
|
Signature Resources Capital Management LLC
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CA | 0.2 |
|
Milestone Investments Inc
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NC | 0.2 |
|
Integrated Financial Solutions Inc
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VA | 0.2 |
|
North Star Advisory Group LLC
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|
OH | 0.2 |
|
Brendel Financial Advisors LLC
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NH | 0.2 |
|
True Wealth Advisory Group LLC
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FL | 0.2 |
|
Madrone Investment Advisory LLC
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|
CA | 0.2 |