Overview
Assets Under Management: $274 million
Headquarters: ARLINGTON HEIGHTS, IL
High-Net-Worth Clients: 76
Average Client Assets: $2.2 million
Frequently Asked Questions
SIGNATURE FINANCIAL SERVICES, LTD 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 #123729), SIGNATURE FINANCIAL SERVICES, LTD is subject to fiduciary duty under federal law.
SIGNATURE FINANCIAL SERVICES, LTD is headquartered in ARLINGTON HEIGHTS, IL.
SIGNATURE FINANCIAL SERVICES, LTD serves 76 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, SIGNATURE FINANCIAL SERVICES, LTD offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
SIGNATURE FINANCIAL SERVICES, LTD manages $274 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, SIGNATURE FINANCIAL SERVICES, LTD serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.64%
Average Client Assets: $2.2 million
Total Client Accounts: 506
Discretionary Accounts: 490
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 123729
Filing ID: 2059345
Last Filing Date: 2026-03-13 13:50:34