SIGNATURE FINANCIAL SERVICES, LTD
Firm details
- Headquarters
- ARLINGTON HEIGHTS, Illinois
- CRD number
- 123729
- Registered since
- May 27, 2005
- Website
- www.signaturefs.com
- Custodians
- PERSHING LLC, SEI INVESTMENTS DISTRIBUTION CO., AMERICAN FUNDS & TRUSTS INCORPORATED
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI60.64%
- Individuals26.28%
- Pension & Profit Sharing Plans12.11%
- Corporations / Businesses0.97%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Signature Financial Services, Ltd is an independent registered investment adviser that has been SEC-registered since 2005. The firm is organized as a corporation and appears to be owned by a domestic entity and an individual. It serves both individual and family clients as well as institutional and business accounts. Advisory services emphasize financial planning and portfolio management for individuals, small businesses, and institutions. Compensation models include asset-based fees, hourly charges, and fixed-fee engagements. Signature does not position itself as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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 Funds76%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds8%
- Exchange Traded Equities4%
- US Government Bonds2%
Owners & executives
1 of 1TIMOTHY OLMSTEAD
Chief Compliance OfficerCRD 1847213
Contacts
3 of 11SUSAN SZALCZYNSKI
Registered RepresentativeCRD 4019996
THOMAS BRODERICK
Registered RepresentativeCRD 4229933
MARVIN REINGLASS
Registered RepresentativeCRD 4085785
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ARLINGTON HEIGHTS, IL
COOK
Location
ARLINGTON HEIGHTS, IL
Headquartered in ARLINGTON HEIGHTS, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 855 E Golf Rd
- Time zone
- CT (UTC-6)
- Office locations
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