⚲
|
Signature Wealth Management Group LLC
✚
| |
---|---|
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) |
---|
CIK | Period |
---|---|
0001736666 | |
/ |
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
Southern Co | 75,035.5 | 9.6 | |
Williams Companies Inc | 38,659.7 | 4.9 | |
Home Depot Inc | 277,648.0 | 4.8 | |
Microsoft Corp | 1,918,222.4 | 4.7 | |
AbbVie Inc | 269,466.6 | 4.5 | |
Kimberly Clark Corp | 44,656.1 | 4.3 | |
Amgen Inc | 130,083.0 | 4.1 | |
Realty Income Corp | 41,588.5 | 3.9 | |
Entergy Corp /DE/ | 22,747.4 | 3.9 | |
Bank of New York Mellon Corp | 34,622.2 | 3.9 | |
Chevron Corp | 294,604.1 | 3.8 | |
Pfizer Inc | 284,248.0 | 3.8 | |
Paychex Inc | 43,278.8 | 3.7 | |
Gaming & Leisure Properties Inc | 11,555.4 | 3.6 | |
Texas Instruments Inc | 142,156.2 | 3.6 | |
International Business Machines Corp | 127,593.9 | 3.6 | |
Cisco Systems Inc | 178,309.9 | 3.6 | |
Flowers Foods Inc | 5,544.9 | 3.5 | |
BB&T Corp | 64,400.5 | 3.4 | |
United Parcel Service Inc | 157,208.0 | 3.4 | |
Prev | Page 1 | Next |
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 |