|
⚲
|
| Signet Financial Management LLC
✚
|
|
|---|---|
| CRD # | 105310 |
| SEC # | 801-31294 |
| CIK # | 0001599475, 0001600307 |
| AUM | $1.2 B (2026-03-27) |
| Employees | 17 (71% Investors, 0% Brokers) |
| Phone | 973-543-6660 |
| Address | 400 Interpace Parkway, Building C Parsippany, NJ 07054 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 29.6 | ||
| Alphabet Inc | 18.3 | ||
| Broadcom Inc | 13.7 | ||
| Trebia Acquisition Corp | 13.5 | ||
| Applied Materials Inc /DE | 11.5 | ||
| Caterpillar Inc | 10.4 | ||
| Microsoft Corp | 10.2 | ||
| Facebook Inc | 9.9 | ||
| Lilly Eli & Co | 9.4 | ||
| United Rentals Inc /DE | 9.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 369 | 190.4 |
| (b) Individuals (high net worth individuals) | 320 | 916.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 23.2 |
| (h) Charitable organizations | 0 | 3.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 42.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,932 | 1,176.0 |
| By Discretionary | ||
| Discretionary | 1,932 | 1,176.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,932 | 1,176.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,176.0 | |
| Total | 1,932 | 1,176.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001599475] | |
| 13F-HR | [0001600307] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TCP Asset Management LLC
✚
|
OH | 1.2 |
|
Crumly and Associates Incorporated
✚
|
IL | 1.2 |
|
Crusonia Wealth Advisors LLC
✚
|
CO | 1.2 |
|
Total Wealth Planning LLC
✚
|
OH | 1.2 |
|
Dinuzzo Private Wealth Inc
✚
|
PA | 1.2 |
|
Deerfield Financial Advisors Inc
✚
|
IN | 1.2 |
|
Kearns & Associates LLC
✚
|
1.2 | |
|
Brand Asset Management Group Inc
✚
|
MO | 1.2 |
|
Wellington Shields Capital Management LLC
✚
|
NY | 1.2 |
|
Associated Investment Services Inc
✚
|
WI | 1.2 |