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| Happy Holidays!! thanks for using AUM13F!! |
| Signet Financial Management LLC
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| CRD # | 105310 |
| SEC # | 801-31294 |
| CIK # | 0001600307, 0001599475 |
| AUM | $1.1 B (2025-05-01) |
| Employees | 19 (68% Investors, 0% Brokers) |
| Phone | 973-543-6660 |
| Address | 400 Interpace Parkway, Building C Parsippany, NJ 07054 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001600307 0001599475 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 24.1 | ||
| Microsoft Corp | 13.6 | ||
| Facebook Inc | 12.3 | ||
| Broadcom Inc | 12.2 | ||
| Trebia Acquisition Corp | 11.7 | ||
| Alphabet Inc | 11.4 | ||
| Arista Networks Inc | 9.8 | ||
| United Rentals Inc /DE | 9.7 | ||
| Caterpillar Inc | 9.3 | ||
| Vistra Energy Corp | 8.4 | ||
| Lilly Eli & Co | 8.3 | ||
| AbbVie Inc | 7.7 | ||
| Applied Materials Inc /DE | 7.4 | ||
| Capital One Financial Corp | 7.1 | ||
| Amazon Com Inc | 7.0 | ||
| Global MOFY Metaverse Ltd | 6.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 371 | 158.1 |
| (b) Individuals (high net worth individuals) | 317 | 829.1 |
| (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 | 10 | 27.8 |
| (h) Charitable organizations | 0 | 3.4 |
| (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 | 10 | 39.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,907 | 1,058.2 |
| By Discretionary | ||
| Discretionary | 1,907 | 1,058.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,907 | 1,058.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,058.2 | |
| Total | 1,907 | 1,058.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001599475] | |
| 13F-HR | [0001600307] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fielder Capital Group LLC
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TN | 1.1 |
|
BOSS Retirement Advisors LLC
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UT | 1.1 |
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Managed Asset Portfolios LLC
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MI | 1.1 |
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KEB Asset Management LLC
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IL | 1.1 |
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Hemington Wealth Management LLC
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VA | 1.1 |
|
180 Wealth Advisors LLC
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WA | 1.1 |
|
Islandbridge Capital Limited
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1.1 | |
|
Next Level Private LLC
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NY | 1.1 |
|
Atlas Capital Advisors Inc
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CA | 1.1 |
|
Private Portfolio Partners LLC
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|
NJ | 1.1 |