Signature Resources LLC

RIAState Registered
Total AUM
$84.2M
Discretionary
$84.1M
100% of AUM
Avg account
$624K
Accounts
135
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
329244
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI94.2%
  • Individuals5.8%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Signature Resources LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individuals and families and charges clients on a percentage-of-assets-under-management basis. Its advisory work centers on discretionary portfolio management for individuals and small businesses and also provides portfolio management services to businesses or institutions. FINTRX flags the firm as not being an active ESG investor and not a multi-state adviser (although the firm maintains offices in more than one state). Signature Resources is not classified as a capital allocator, indicating it typically places client capital with external managers or pooled vehicles rather than acting as a primary direct investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 68%, Exchange Traded Equities 21%, Cash & Cash Equivalents 9%, Private Funds 2%68%
  • Public Funds/Mutual Funds68%
  • Exchange Traded Equities21%
  • Cash & Cash Equivalents9%
  • Private Funds2%

Contacts

2 of 2
  • Lance Hope-gill

    Lance Hope-gill

    Investment Advisor RepresentativeCRD 3066537

  • Renee Hope-gill

    OwnerCRD 4345730

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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