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| Happy Holidays!! thanks for using AUM13F!! |
| Signature Investment Advisors LLC
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| CRD # | 160715 |
| SEC # | 801-76593 |
| CIK # | 0001811480 |
| AUM | $5.7 B (2025-06-23) |
| Employees | 15 (53% Investors, 87% Brokers) |
| Phone | 888-349-3241 |
| Address | 2121 Avenue of The Stars Los Angeles, CA 90067-5040 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001811480 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Uber Technologies Inc | 0.1 | ||
| Mastercard Inc | 0.1 | ||
| Salesforce Com Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Adobe Systems Inc | 0.1 | ||
| MetLife Inc | 0.1 | ||
| Arista Networks Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| McKesson Corp | 0.0 | ||
| FPL Group Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,233 | 3.2 |
| (b) Individuals (high net worth individuals) | 1,813 | 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 | 43 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 14,455 | 5.7 |
| By Discretionary | ||
| Discretionary | 13,096 | 4.9 |
| Non-Discretionary | 1,359 | 0.8 |
| Total | 14,455 | 5.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.7 | |
| Total | 14,455 | 5.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001811480] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Signature Estate & Investment Advisors LLC
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|
CA | 18.7 |
|
Signature Investment Advisors LLC
✚
|
CA | 5.7 |
|
Signature Intelligent Portfolios LLC
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|
CA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Andersen Tax LLC
✚
|
VA | 6.1 |
|
GYL Financial Synergies LLC
✚
|
CT | 6.1 |
|
Ethic Inc
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|
NY | 5.9 |
|
Sendero Wealth Management LLC
✚
|
TX | 5.8 |
|
Cambridge Associates Limited LLC
✚
|
MA | 5.8 |
|
Wedbush Securities Inc
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|
CA | 5.7 |
|
Sigma Planning Corporation
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|
MI | 5.7 |
|
Geneos Wealth Management Inc
✚
|
CO | 5.6 |
|
Frontier Asset Management LLC
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|
WY | 5.3 |
|
Dynamic Advisor Solutions LLC
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|
AZ | 5.3 |