855 East Golf Road, Suite 2128
Arlington Heights, Illinois 60005
Tel: (847) 545-8070
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.
| 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 |
| 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 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
| $248,044,764,038 | 37 | 1857 | |
| $239,614,971,441 | 59703 | 397 |
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