⚲
|
Signature Wealth Management Partners LLC
✚
|
|
---|---|
CRD # | 298315 |
SEC # | 801-113932 |
CIK # | 0001824694 |
AUM | $332.6 MM (2024-03-28) |
Employees | 7 (71% Investors, 86% Brokers) |
Phone | 201-505-1100 |
Address | 85 Chestnut Ridge Road Montvale, NJ 07645 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 11.1 | |
AME | 25,427.8 | 5.7 | |
AMZN | 1,092,997.8 | 4.2 | |
MSFT | 1,918,222.4 | 4.1 | |
JPM | 340,169.2 | 2.8 | |
META | 434,852.0 | 2.2 | |
GOOGL | 1,475,138.5 | 2.0 | |
DOV | 17,556.2 | 1.9 | |
XOM | 385,508.3 | 1.5 | |
T | 147,547.0 | 1.3 | |
View All |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 316 | 99.7 |
(b) Individuals (high net worth individuals) | 93 | 227.7 |
(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 | 4 | 4.5 |
(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 | 5 | 0.8 |
(n) Other | 0 | 0.0 |
Total | 903 | 332.6 |
By Discretionary | ||
Discretionary | 903 | 332.6 |
Non-Discretionary | 0 | 0.0 |
Total | 903 | 332.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 332.6 | |
Total | 903 | 332.6 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001824694] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Quad-Cities Investment Group LLC
✚
|
IA | 0.3 |
KKM Financial LLC
✚
|
IL | 0.3 |
Martin Capital Partners LLC
✚
|
OR | 0.3 |
Peregrine Investment Advisors LLC
✚
|
MS | 0.3 |
Juncture Wealth Strategies LLC
✚
|
AZ | 0.3 |
Smith Financial Investment Advisors Inc
✚
|
IN | 0.3 |
Capasso Planning Partners LLC
✚
|
SC | 0.3 |
Alphaq Advisors LLC
✚
|
FL | 0.3 |
Joule Financial LLC
✚
|
KY | 0.3 |
Freedom Fiduciaries LLC
✚
|
ID | 0.3 |