Signature Financial Services Ltd

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Assets, Funds, Holdings

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Signature Financial Services Ltd
CRD #123729
SEC #801-64258
CIK #
AUM $202.0 MM (2024-03-18)
Employees 19 (74% Investors, 74% Brokers)
Phone847-545-8070
Address855 East Golf Road, Suite 2128
Arlington Heights, IL 60005
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
2502001501005002003201020172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 299 82.1
(b) Individuals (high net worth individuals) 147 78.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 19 14.8
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 2.7
(n) Other 0 0.0
Total 565 178.3
By Discretionary
Discretionary 546 163.5
Non-Discretionary 19 14.8
Total 565 178.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 178.3
Total 565 178.3
Comparable Firms State AUM ($BB)
Independence Wealth Advisors Inc
VA 0.2
Roosevelt Capital Management LLC
TX 0.2
Sutterfield Financial Group Inc
OK 0.2
Universal Financial Advisors LLC
MO 0.2
Pinnacle Wealth Advisors Inc
OR 0.2
Magnolia Capital Management Ltd
NY 0.2
Austerra Wealth Management LLC
TX 0.2
Integras Partners LLC
GA 0.2
Pinnacle West Asset Management Inc
WY 0.2
Retirementadvice JKA
CA 0.2
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