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Signature Financial Services, Ltd

● SEC registered since 2005CRD 123729SEC# 801-64258Arlington Heights, IL
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Reg. AUM
$227.1M
Employees
12
Accounts
475
Location
Arlington Heights, IL

Signature Financial Services, Ltd assets under management

Signature Financial Services, Ltd is an investment advisory firm registered with the SEC based in Arlington Heights, IL. The firm has been registered since 2005. It reports $227.1 million in regulatory assets under management and employs 12 people.

Signature Financial Services, Ltd owners & executives

4 reported
NameTitleOwnershipSince
Bradley Kent Walton ControlPresidentUnder 5%1988
Signature Advisor GroupShareholderOver 75%2003
Timothy Melvin Olmstead ControlSecretary Treasurer/ Chief Compliance OfficerUnder 5%2004
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Frequently asked questions

How much does Signature Financial Services, Ltd manage?

Signature Financial Services, Ltd reports $227.1 million in regulatory assets under management on its Form ADV.

How many employees does Signature Financial Services, Ltd have?

Signature Financial Services, Ltd reports 12 employees.

Where is Signature Financial Services, Ltd located?

Signature Financial Services, Ltd is based in Arlington Heights, IL and has been SEC-registered since 2005.

Does Signature Financial Services, Ltd disclose fund performance?

Signature Financial Services, Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address855 East Golf Road, Suite 2128, Arlington Heights, IL 60005
Phone(847) 545-8070
Fax(847) 545-8077
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$192.5M
Non-discretionary$34.6M
Total (RAUM)$227.1M