SIGNATURE WEALTH MANAGEMENT GROUP LLC

3625 Cumberland Boulevard
Suite 1485
Atlanta, Georgia 30339
Tel: 678-932-2500

About SIGNATURE WEALTH MANAGEMENT GROUP LLC

SIGNATURE WEALTH MANAGEMENT GROUP LLC, formally registered with the SEC as SIGNATURE WEALTH MANAGEMENT GROUP LLC. The firm was established in 02/16/2017. They have over 1 offices throughout the country.

SIGNATURE WEALTH MANAGEMENT GROUP LLC is a Atlanta, Georgia based Financial Planning firm with nearly $354,216,121 assets under management, offering retirement planning & investment advisory services to 1258 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285713
SEC#	801-109974
Assets Managed by Firm	$354,216,121
No. of Clients	1258
No. of Advisors	10

Fee Structure

A percentage of AUM
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

Firm Client Information

	No. of Clients	AUM
Firm Total	1258	$354,216,121
Individuals (other than high net worth individuals)	334	$157,769,392
High net worth individuals	102	$196,446,729

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