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Building 2SIGNATOR INVESTORS, INC.

Map pinBOSTON, MA
Phone800-543-6611
NotebookSEC #801-56298
Total AUM
$6.6B
Employees
1,206
Clients
40,461

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 BERKELEY STREET
3RD FLOOR
BOSTON
MA 02116
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
800-543-6611
Other Offices
515

ReceiptFinancials

Total AUM
$6.6B
Accounts
34,375
Discretionary
$1.7B
Accounts
6,359
Non-Discretionary
$4.9B
Accounts
28,016

ContactClients

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Individual Clients
40,125
AUM
$6.4B
HNW Individual Clients
9
AUM
$98.9M
Charitable Organization Clients
8
AUM
$2.5M
Corporation or Business Clients
294
AUM
$112.7M
Other Clients
25
AUM
$7.8M
Description of Other Clients
CHURCH CLIENTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Court Violation FindingOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKALARCACOCTDCDEFLGAHIIAIDILINKSKYLAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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