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| Signify Wealth LLC
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|
|---|---|
| CRD # | 160094 |
| SEC # | 801-116909 |
| CIK # | 0001769062 |
| AUM | $169.9 MM (2023-03-25) |
| Employees | 12 (8% Investors, 0% Brokers) |
| Phone | 314-222-0295 |
| Address | 7750 Clayton Road St Louis, MO 63117 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| TSLA | 723,390.3 | 4.4 | |
| AAPL | 2,382,844.0 | 3.7 | |
| AMZN | 1,092,997.8 | 3.5 | |
| GOOGL | 1,475,138.5 | 3.4 | |
| BA | 82,059.9 | 0.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 20.4 |
| (b) Individuals (high net worth individuals) | 33 | 177.2 |
| (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 | 2 | 7.9 |
| (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 | 259 | 205.5 |
| By Discretionary | ||
| Discretionary | 256 | 197.6 |
| Non-Discretionary | 3 | 7.9 |
| Total | 259 | 205.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 205.5 | |
| Total | 259 | 205.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001769062] |
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|---|---|---|
|
Campion Asset Management LLC
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|
VA | 0.2 |
|
Napatree Capital LLC
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RI | 0.2 |
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Apex Capital Management LLC
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LA | 0.2 |
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Investor's Capital Management LLC
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CA | 0.2 |
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Blue Investment Management LLC
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FL | 0.2 |
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Experiential Wealth Inc
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MD | 0.2 |
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Opinicus Capital Inc
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FL | 0.2 |
|
Conquis Financial LLC
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CA | 0.2 |
|
Sacks & Associates LLC
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NJ | 0.2 |
|
Blueline Advisors LLC
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|
NH | 0.2 |