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| Signature Investment Advisors LLC
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|---|---|
| CRD # | 160715 |
| SEC # | 801-76593 |
| CIK # | 0001811480 |
| AUM | 6,756.3 M (2026-03-31) |
| Employees | 21 (38% Investors, 48% Brokers) |
| Phone | 888-349-3241 |
| Address | 2121 Avenue of The Stars Los Angeles, CA 90067-5040 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| World Currency Gold Trust | 0.2 | ||
| Alphabet Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amphenol Corp /DE/ | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Citigroup Inc | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,707 | 3.9 |
| (b) Individuals (high net worth individuals) | 1,747 | 2.7 |
| (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 | 24 | 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 | 52 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 7,533 | 6.8 |
| By Discretionary | ||
| Discretionary | 6,746 | 6.0 |
| Non-Discretionary | 787 | 0.7 |
| Total | 7,533 | 6.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.8 | |
| Total | 7,533 | 6.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001811480] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
Signature Estate & Investment Advisors LLC
✚
|
CA | 22.54 B |
|
Signature Investment Advisors LLC
✚
|
CA | 6,756.3 M |
|
Signature Intelligent Portfolios LLC
✚
|
CA |
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