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 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 Status	Approved
Firm CRD#	112758
SEC#	801-60393
Assets Managed by Firm	$7,245,750,124
No. of Clients	9871
No. of Advisors	108

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 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

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