1230 Peachtree Street, Ne
Suite 1800
Atlanta, Georgia 30309
Tel: 404-253-7600
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 112758 |
SEC# | 801-60393 |
Assets Managed by Firm | $7,245,750,124 |
No. of Clients | 9871 |
No. of Advisors | 108 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 9871 | $7,245,750,124 |
Individuals (other than high net worth individuals) | 582 | $319,028,747 |
High net worth individuals | 1170 | $6,628,447,721 |
Pension and profit sharing plans | 10 | $15,481,544 |
Charitable organizations | 5 | $39,673,082 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$746,325,416,693 | 38517 | 2895 | |
$61,369,856,545 | 124201 | 2105 | |
$35,289,452,223 | 7542 | 44 | |
$33,827,869,628 | 39 | 879 | |
$33,178,196,876 | 12286 | 28 |
Explore More Retirement Advisors in Atlanta, Georgia