Signature Wealth Management Group LLC

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Signature Wealth Management Group LLC
CRD #285713
SEC #801-109974
CIK #0001736666
AUM $354.2 MM (2024-03-26)
Employees 10 (50% Investors, 20% Brokers)
Phone678-932-2500
Address3625 Cumberland Boulevard
Atlanta, GA 30339
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
4003202401608002009201420192025
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
 
 
 
 
 
 
 
 
 
 
 
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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
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