SIGNATURE RESOURCES LLC

RIASEC 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 a small, fee-based advisory firm that manages portfolios primarily for individuals, families and smaller business clients. The firm charges a percentage-of-AUM advisory fee and acts mainly as a discretionary portfolio manager, handling day-to-day investment decisions for the bulk of its clients. Its advisory scope includes both high-net-worth households and smaller institutional/business accounts, and its filing indicates it does not position itself as a capital allocator or multi-state registered adviser. Investment activity centers on pooled public investments — mutual funds and other public funds — with significant allocations to supplement portfolios via hedge funds and real estate strategies. The firm is not identified as an active ESG investor. Ownership and control are on an individual basis rather than a larger corporate or multi-adviser structure.

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
  • RENEE HOPE-GILL

    OwnerCRD 4345730

  • LANCE HOPE-GILL

    Investment Advisor RepresentativeCRD 3066537

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth