Signature Wealth Management Partners, LLC
Firm details
- Headquarters
- Montvale, New Jersey
- CRD number
- 298315
- Registered since
- September 4, 2018
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.37%
- Individuals25.47%
- Pension & Profit Sharing Plans0.98%
- Corporations / Businesses0.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Signature Wealth Management Partners, LLC is an independent, individually owned registered investment adviser that entered SEC registration in 2018. The firm positions itself as a fee-based wealth manager and capital allocator serving both individual & family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. Fee arrangements are a mix of percentage-of-AUM and fixed fees. 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
- Public Funds/Mutual Funds61%
- Exchange Traded Equities25%
- Cash & Cash Equivalents10%
- US Government Bonds2%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$135M in ETFs
68%
$92M
31%
$42.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 VALUE ETF (IVE) | BlackRock | Passive | Large Value | $22.7M | 99,302 | 16.85% |
Location
Montvale, NJ
Bergen
Location
Montvale, NJ
Headquartered in Montvale, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Bergen
- Address
- 135 Chestnut Ridge Rd
- Time zone
- ET (UTC-5)
- Office locations
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