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SIGNATUREFD, LLC
ATLANTA, GA
404-253-7600
SEC #801-60393Total AUM
$9.7B
Employees
130Clients
1,913Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1230 PEACHTREE STREET, NE
SUITE 1800
ATLANTA
GA 30309
United States
SUITE 1800
ATLANTA
GA 30309
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
404-253-7600
Other Offices
1
Financials
Total AUM
$9.7B
Accounts
11,102Discretionary
$9B
Accounts
10,212Non-Discretionary
$721.7M
Accounts
890
Clients
Individual Clients
620AUM
$719.9M
HNW Individual Clients
1,271AUM
$8.5B
Pooled Vehicle Clients
6AUM
$373.3M
Pension/Profit Sharing Plan Clients
7AUM
$7.2M
Charitable Organization Clients
9AUM
$118.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALAZCACOCTDCFLGAIAILINKYLAMAMDMEMNMONCNHNJNVNYOHOKORPASCTNTXUTVAWAWV
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.