Signal Advisors Wealth, LLC
Firm details
- Headquarters
- Detroit, Michigan
- CRD number
- 301086
- Registered since
- December 8, 2022
- Website
- go.signaladvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals58.74%
- HNWI41.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Signal Advisors Wealth, LLC is an SEC-registered independent registered investment adviser organized as a limited liability company and recorded with the SEC in 2022. The firm serves individuals and families and combines advisory services with insurance brokerage capabilities. Its stated advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. The firm’s snapshot indicates ownership ties to both a domestic entity and an individual and it is not positioned as a capital allocator or an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities25%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds4%
- State & Local Bonds1%
Owners & executives
3 of 4
James Morris
Chief Compliance OfficerCRD 3148242
Tiffany Young
President, CEOCRD 7022455
Patrick Kelly
Co-Founder & CEOCRD 5931188
Contacts
3 of 43
Nolan Stokes
Investment Advisor RepresentativeCRD 6877013
Jesse Grutz
Investment Advisor RepresentativeCRD 6825801
Patrick Miles
Investment Advisor RepresentativeCRD 7248070
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 483Active vs passive
$1.7B in ETFs
56%
$936M
25%
$727M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $121M | 1,378,359 | 7.28% |
Location
Detroit, MI
Wayne
Location
Detroit, MI
Headquartered in Detroit, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Wayne
- Address
- 1555 Broadway St
- Time zone
- ET (UTC-5)
- Office locations
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