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Home > Retirement Planners > georgia > atlanta > SIGNATUREFD, LLC
SIGNATUREFD, LLC
1230 Peachtree Street, Ne
Suite 1800
Atlanta, Georgia 30309
Tel: 404-253-7600
About SIGNATUREFD, LLC
SIGNATUREFD, LLC, formally registered with the SEC as SIGNATUREFD, LLC. The firm was established in 07/06/2001. They have over 2 offices throughout the country.
SIGNATUREFD, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $6,146,773,595 assets under management, offering retirement planning & investment advisory services to 9057 clients. The firm is staffed with 99 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 112758 |
| SEC# | 801-60393 |
| Assets Managed by Firm | $6,146,773,595 |
| No. of Clients | 9057 |
| No. of Advisors | 99 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9057 | $6,146,773,595 |
| Individuals (other than high net worth individuals) | 601 | $319,623,400 |
| High net worth individuals | 1066 | $5,660,745,777 |
| Pension and profit sharing plans | 10 | $14,175,614 |
| Charitable organizations | 5 | $37,419,051 |
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