Signaturefd, LLC is a large advisory firm based in Atlanta. It manages $3.49 billion of regulatory assets for 5,589 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Alabama, California, Colorado, and 17 other states.
Signaturefd provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm also engages as mortgage broker.
The assets under management (AUM) of Signaturefd, LLC is $3.49 billion. The firm's AUM has grown by 249% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Signaturefd, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, pooled investment vehicles, and pension and profit sharing plans. The largest group of clients of Signaturefd is high net worth individuals with 711 clients and $3.22 billion of assets under management. Among the 7 most similar advisory firms, Signaturefd has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $3.49 billion for 1,128 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Signaturefd also advises several private funds. Namely, one hedge fund and three private equity funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $500,000.
The company employs 77 people that are either part- or full-time employees. 58 percent of the employees work as investment advisers or researchers. 38 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Signaturefd, LLC performs its advisory services is located at 1230 Peachtree Street, Ne, Atlanta, GA 30309, which is also the mailing address of the firm. An additional office of the firm is in Charlotte, NC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-253-7600 or by fax 404-253-7601. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at signaturefd.com.