Signature Investment Advisors LLC

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Assets, Funds, Holdings

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Signature Investment Advisors LLC
CRD #160715
SEC #801-76593
CIK #0001811480
AUM $4.9 BB (2024-06-14)
Employees 13 (77% Investors, 100% Brokers)
Phone888-349-3241
Address2121 Avenue of The Stars
Los Angeles, CA 90067-5040
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
5.04.03.02.01.00.02009201420192025
CIK Period
0001811480
/
Sector Form 13F Holdings Cap ($BB) Value ($BB)
Apple Inc 2,382.8 0.1
Microsoft Corp 1,918.2 0.1
Amazon Com Inc 1,093.0 0.1
Alphabet Inc 1,475.1 0.1
Broadcom Inc 201.3 0.1
Uber Technologies Inc 43.4 0.1
McKesson Corp 46.2 0.1
Wal Mart Stores Inc 335.4 0.1
Facebook Inc 434.9 0.1
Chevron Corp 294.6 0.1
O Reilly Automotive Inc 41.4 0.1
Mastercard Inc 309.6 0.1
MetLife Inc 51.8 0.1
Thermo Fisher Scientific Inc 209.7 0.1
FPL Group Inc 150.2 0.0
Salesforce Com Inc 170.6 0.0
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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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
Comparable Firms State AUM ($BB)
Sendero Wealth Management LLC
TX 5.2
Geneos Wealth Management Inc
CO 5.2
Fort Pitt Capital Group LLC
PA 5.2
Andersen Tax LLC
VA 5.0
Index Fund Advisors Inc
CA 5.0
Osaic Advisory Services LLC
GA 4.9
Robertson Stephens Wealth Management LLC
CA 4.9
Ethic Inc
NY 4.9
Dynamic Advisor Solutions LLC
AZ 4.8
CUSO Financial Services LP
CA 4.7
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