SIGNET PRIVATE WEALTH, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 290029
- Registered since
- May 25, 2023
- Website
- www.twende-invest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.53%
- Individuals8.56%
- Charitable Organizations5.9%
- Other0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Signet Private Wealth, LLC is an independent registered investment advisor that began SEC registration in 2023 and serves both individual/family and institutional clients. The firm offers financial planning and portfolio management for individuals and small businesses, and also produces investment-related publications. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. Signet reports being an active ESG investor and lists an accounting firm among its industry affiliations.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities40%
- Public Funds/Mutual Funds30%
- US Government Bonds18%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds1%
Contacts
3 of 4DAVID VENTURA
Managing PrincipalCRD 5333708
Jonathan Spencer
Founder, Managing PrincipalCRD 6731276
Thomas Laughlin
Investment AnalystCRD 7054070
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$53M in ETFs
97%
$51.4M
2%
$1.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $18.6M | 28,458 | 35.05% |
Location
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 150 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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