|
⚲
|
| Keyboard |
| Signature Financial Services Ltd
✚
|
|
|---|---|
| CRD # | 123729 |
| SEC # | 801-64258 |
| CIK # | |
| AUM | 274.0 M (2026-03-13) |
| 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) | 260 | 72.0 |
| (b) Individuals (high net worth individuals) | 76 | 166.2 |
| (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 | 15 | 33.2 |
| (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 | 2.7 |
| (n) Other | 0 | 0.0 |
| Total | 506 | 274.0 |
| By Discretionary | ||
| Discretionary | 490 | 240.9 |
| Non-Discretionary | 16 | 33.2 |
| Total | 506 | 274.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 274.0 | |
| Total | 506 | 274.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Berry Wealth Group LP
✚
|
TX | 274.5 M |
|
Sutterfield Financial Group Inc
✚
|
OK | 274.4 M |
|
Elite Financial Inc
✚
|
ID | 274.2 M |
|
Capasso Planning Partners LLC
✚
|
SC | 274.2 M |
|
Mission Hills Financial Advisory LLC
✚
|
CA | 274.1 M |
|
Chronos Wealth Management LLC
✚
|
FL | 274.0 M |
|
Lonestar Registered Investment Advisors PLLC
✚
|
TX | 274.0 M |
|
JP Wealth Management Inc
✚
|
SC | 274.0 M |
|
Doceo Wealth LLC
✚
|
ID | 274.0 M |
|
Birmingham Capital Management Co Inc
✚
|
AL | 273.6 M |