Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > illinois > arlington heights > SIGNATURE FINANCIAL SERVICES, LTD
SIGNATURE FINANCIAL SERVICES, LTD
855 East Golf Road, Suite 2128
Arlington Heights, Illinois 60005
Tel: (847) 545-8070
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 Status | Approved |
|---|---|
| Firm CRD# | 123729 |
| SEC# | 801-64258 |
| Assets Managed by Firm | $227,070,000 |
| No. of Clients | 475 |
| No. of Advisors | 12 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 475 | $227,070,000 |
| Individuals (other than high net worth individuals) | 203 | $91,085,000 |
| High net worth individuals | 117 | $98,250,000 |
| Pension and profit sharing plans | 21 | $34,553,000 |
| Corporations or other businesses | 2 | $3,182,000 |
More Retirement Planning firms in Arlington Heights, Illinois:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Arlington Heights, Illinois