Overview
Assets Under Management: $6.6 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 9
Average Client Assets: $11.0 million
Frequently Asked Questions
SIGNATOR INVESTORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #468), SIGNATOR INVESTORS, INC. is subject to fiduciary duty under federal law.
SIGNATOR INVESTORS, INC. is headquartered in BOSTON, MA.
SIGNATOR INVESTORS, INC. serves 9 high-net-worth clients according to their SEC filing dated July 17, 2018. View client details ↓
According to their SEC Form ADV, SIGNATOR INVESTORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
SIGNATOR INVESTORS, INC. manages $6.6 billion in client assets according to their SEC filing dated July 17, 2018.
According to their SEC Form ADV, SIGNATOR INVESTORS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.50%
Average Client Assets: $11.0 million
Total Client Accounts: 34,375
Discretionary Accounts: 6,359
Non-Discretionary Accounts: 28,016
Regulatory Filings
CRD Number: 468
Filing ID: 1229941
Last Filing Date: 2018-07-17 16:38:00