SIGNATURE WEALTH MANAGEMENT, INC.
Total AUM
$25.5M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00 - 5:00
Monday - Friday
Monday - Friday
Phone
262-641-1005
Financials
Total AUM
$25.5M
Accounts
21Discretionary
$12.5M
Accounts
16Non-Discretionary
$13M
Accounts
5
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
WI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.