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| Signature Wealth Management Group LLC
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| |
|---|---|
| CRD # | 285713 |
| SEC # | 801-109974 |
| CIK # | 0001736666 |
| AUM | $354.2 MM (2024-03-26) |
| Employees | 10 (50% Investors, 20% Brokers) |
| Phone | 678-932-2500 |
| Address | 3625 Cumberland Boulevard Atlanta, GA 30339 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SO | 75,035.5 | 9.6 | |
| WMB | 38,659.7 | 4.9 | |
| HD | 277,648.0 | 4.8 | |
| MSFT | 1,918,222.4 | 4.7 | |
| ABBV | 269,466.6 | 4.5 | |
| KMB | 44,656.1 | 4.3 | |
| AMGN | 130,083.0 | 4.1 | |
| O | 41,588.5 | 3.9 | |
| ETR | 22,747.4 | 3.9 | |
| BK | 34,622.2 | 3.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 334 | 157.8 |
| (b) Individuals (high net worth individuals) | 102 | 196.4 |
| (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 | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,258 | 354.2 |
| By Discretionary | ||
| Discretionary | 1,258 | 354.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,258 | 354.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 354.2 | |
| Total | 1,258 | 354.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001736666] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Chase Investment Counsel Corporation
✚
|
VA | 0.4 |
|
Laurel Wealth Planning LLC
✚
|
MN | 0.4 |
|
Mitchell & PAHL Private Wealth LLC
✚
|
OK | 0.4 |
|
Paskin & Berler Capital Advisors LLC
✚
|
CA | 0.4 |
|
Hyperion Partners LLC
✚
|
PA | 0.4 |
|
Mach-1 Financial Group LLC
✚
|
AR | 0.4 |
|
Carolina Qualified Retirement Plan Advisers LLC
✚
|
SC | 0.4 |
|
Seascape Capital Management LLC
✚
|
NH | 0.4 |
|
Kingsmark Private Financial Advisors LLC
✚
|
GA | 0.4 |
|
Private Wealth Advisors LLC
✚
|
CA | 0.4 |