Overview
Assets Under Management: $1.2 billion
Headquarters: DETROIT, MI
High-Net-Worth Clients: 9
Average Client Assets: $110 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.83
Average High-Net-Worth Client Assets: $110 million
Total Client Accounts: 12,187
Discretionary Accounts: 12,173
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 301086
Filing ID: 2009164
Last Filing Date: 2025-08-12 13:52:00
Website: https://signaladvisors.com