Overview
Assets Under Management: $387 million
Headquarters: MONTVALE, NJ
High-Net-Worth Clients: 95
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.67
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 940
Discretionary Accounts: 931
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 298315
Filing ID: 1940782
Last Filing Date: 2025-03-27 10:26:00
Website: https://signaturewealthmanagement.com