120 Newport Center Dr
Suite 100
Newport Beach, California 92660
Tel: (949) 261-7726
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144069 |
| SEC# | 801-67988 |
| Assets Managed by Firm | $218,800,703 |
| No. of Clients | 1174 |
| No. of Advisors | 10 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1174 | $218,800,703 |
| Individuals (other than high net worth individuals) | 440 | $151,775,171 |
| High net worth individuals | 26 | $55,603,918 |
| Pension and profit sharing plans | 14 | $11,015,058 |
| Charitable organizations | Fewer than 5 clients | $200,059 |
| Corporations or other businesses | 6 | $206,497 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
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