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SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC

120 Newport Center Dr
Suite 100
Newport Beach, California 92660
Tel: (949) 261-7726

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About SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC

SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC, formally registered with the SEC as SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC. The firm was established in 06/08/2007. They have over 2 offices throughout the country.

SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC is a Newport Beach, California based Financial Planning firm with nearly $218,800,703 assets under management, offering retirement planning & investment advisory services to 1174 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#144069
SEC#801-67988
Assets Managed by Firm$218,800,703
No. of Clients1174
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1174$218,800,703
Individuals (other than high net worth individuals)440$151,775,171
High net worth individuals26$55,603,918
Pension and profit sharing plans14$11,015,058
Charitable organizationsFewer than 5 clients$200,059
Corporations or other businesses6$206,497

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