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SIGNATUREFD, LLC

1230 Peachtree Street, Ne
Suite 1800
Atlanta, Georgia 30309
Tel: 404-253-7600

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About SIGNATUREFD, LLC

SIGNATUREFD, LLC, formally registered with the SEC as SIGNATUREFD, LLC. The firm was established in 07/06/2001. They have over 3 offices throughout the country.

SIGNATUREFD, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $7,245,750,124 assets under management, offering retirement planning & investment advisory services to 9871 clients. The firm is staffed with 108 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#112758
SEC#801-60393
Assets Managed by Firm$7,245,750,124
No. of Clients9871
No. of Advisors108

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 pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total9871$7,245,750,124
Individuals (other than high net worth individuals)582$319,028,747
High net worth individuals1170$6,628,447,721
Pension and profit sharing plans10$15,481,544
Charitable organizations5$39,673,082

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