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Building 2SIGNATURE EQUITY PARTNERS, LLC

Map pinCOLUMBUS, OH
Phone614-846-6000
NotebookSEC #801-128432
Total AUM
$330.6M
Employees
38
Clients
1,056

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
445 HUTCHINSON AVENUE
SUITE 800
COLUMBUS
OH 43235
United States
Operating Hours
9:00 AM - 5:00 P.M.
Monday - Friday
Phone
614-846-6000
Other Offices
14

ReceiptFinancials

Total AUM
$330.6M
Accounts
1,714
Discretionary
$329M
Accounts
1,701
Non-Discretionary
$1.6M
Accounts
13

ContactClients

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Individual Clients
1,019
AUM
$256M
HNW Individual Clients
37
AUM
$74.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
RETIREMENT PLAN CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAILINLAMDMIMONCOHPASCTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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