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SIGNATURE FINANCIAL SERVICES, LTD

855 East Golf Road, Suite 2128
Arlington Heights, Illinois 60005
Tel: (847) 545-8070

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About SIGNATURE FINANCIAL SERVICES, LTD

SIGNATURE FINANCIAL SERVICES, LTD, formally registered with the SEC as SIGNATURE FINANCIAL SERVICES, LTD. The firm was established in 05/27/2005. They have over 8 offices throughout the country.

SIGNATURE FINANCIAL SERVICES, LTD is a Arlington Heights, Illinois based Financial Planning firm with nearly $227,070,000 assets under management, offering retirement planning & investment advisory services to 475 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#123729
SEC#801-64258
Assets Managed by Firm$227,070,000
No. of Clients475
No. of Advisors12

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 businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total475$227,070,000
Individuals (other than high net worth individuals)203$91,085,000
High net worth individuals117$98,250,000
Pension and profit sharing plans21$34,553,000
Corporations or other businesses2$3,182,000

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