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| Signature Investment Advisors LLC
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| |
|---|---|
| CRD # | 160715 |
| SEC # | 801-76593 |
| CIK # | 0001811480 |
| AUM | $4.9 BB (2024-06-14) |
| Employees | 13 (77% Investors, 100% Brokers) |
| Phone | 888-349-3241 |
| Address | 2121 Avenue of The Stars Los Angeles, CA 90067-5040 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.1 | |
| MSFT | 1,918.2 | 0.1 | |
| AMZN | 1,093.0 | 0.1 | |
| GOOGL | 1,475.1 | 0.1 | |
| AVGO | 201.3 | 0.1 | |
| UBER | 43.4 | 0.1 | |
| MCK | 46.2 | 0.1 | |
| WMT | 335.4 | 0.1 | |
| META | 434.9 | 0.1 | |
| CVX | 294.6 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,700 | 2.5 |
| (b) Individuals (high net worth individuals) | 1,912 | 2.4 |
| (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 | 18 | 0.0 |
| (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 | 42 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 13,514 | 4.9 |
| By Discretionary | ||
| Discretionary | 12,166 | 4.2 |
| Non-Discretionary | 1,348 | 0.8 |
| Total | 13,514 | 4.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.9 | |
| Total | 13,514 | 4.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001811480] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Signature Estate & Investment Advisors LLC
✚
|
CA | 14.2 |
|
Signature Investment Advisors LLC
✚
|
CA | 4.9 |
|
Signature Intelligent Portfolios LLC
✚
|
CA | 0.0 |
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|---|---|---|
|
Sendero Wealth Management LLC
✚
|
TX | 5.2 |
|
Geneos Wealth Management Inc
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|
CO | 5.2 |
|
Fort Pitt Capital Group LLC
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PA | 5.2 |
|
Andersen Tax LLC
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VA | 5.0 |
|
Index Fund Advisors Inc
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CA | 5.0 |
|
Osaic Advisory Services LLC
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GA | 4.9 |
|
Robertson Stephens Wealth Management LLC
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|
CA | 4.9 |
|
Ethic Inc
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NY | 4.9 |
|
Dynamic Advisor Solutions LLC
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AZ | 4.8 |
|
CUSO Financial Services LP
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|
CA | 4.7 |