SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 144069
- Registered since
- June 8, 2007
- Website
- srcmadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.31%
- Individuals27.03%
- Pension & Profit Sharing Plans4.79%
- Corporations / Businesses0.87%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Signature Resources Capital Management, LLC is an independent registered investment adviser organized as an LLC and operating since 2007. The firm serves both individual and family clients as well as institutional investors and positions itself as a capital allocator that blends in-house portfolio management with selection of outside managers. Its fee arrangements include percentage-of-AUM billing plus hourly and fixed-fee engagements, and its advisory services cover financial planning, portfolio management for individuals/small businesses and for businesses/institutions, pension consulting and the selection of other advisers. The firm does not identify as 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
- Exchange Traded Equities87%
- Cash & Cash Equivalents7%
- US Government Bonds6%
Owners & executives
1 of 1MARK MOWREY
Chief Investment OfficerCRD 2776467
Contacts
3 of 16Simon Goldin
Financial AdvisorCRD 7711463
Alexander Lashkari
Registered RepresentativeCRD 7864229
RUSSTIN SIADATIAN
Investment Advisor RepresentativeCRD 6794089
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 303Active vs passive
$205M in ETFs
11%
$22.4M
89%
$183M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD) | Dimensional | Active | Short Term Bond | $37M | 773,080 | 18.05% |
Location
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 100 Bayview Cir
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
PAN GLOBAL ADVISERS, LLC
RIANEWPORT BEACH, CA
CWS CAPITAL PARTNERS LLC
RIANEWPORT BEACH, CA
NEWPORT WEALTH ADVISORS, INC.
RIANEWPORT BEACH, CA
YOSEMITE CAPITAL MANAGEMENT
RIANEWPORT BEACH, CA
TIDECREST WEALTH MANAGEMENT, LLC
RIANEWPORT BEACH, CA
PRATTES WEALTH PARTNERS
RIANEWPORT BEACH, CA