Signature Resources Capital Management, LLC

Signature Resources Capital Management, LLC (CRD# 144069) is a financial advisory firm headquartered in Irvine, CA. They manage $163,121,942 in 731 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    163
    MILLION
  • Total Number of Accounts
    731
    ACCOUNTS
  • Average Account Value
    $223,149
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, NM, TX

Financial Advisors at Signature Resources Capital Management, LLC
Showing 1 - 10 of 19 top financial advisors.
1
Morgan R. Christen
CRD#: 2395180
19900 Macarthur Blvd, Suite 920, Irvine, CA 92612
96
Wealthminder
score

Morgan Christen (CRD# 2395180) is an Investment Advisor Representative working at Signature Resources Capital Management, LLC in Irvine, CA and has over 24 years of experience in the finance industry. Morgan Christen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Stephen S. Caldwell
CRD#: 5755401
19900 Macarthur Blvd, Suite 920, Irvine, CA 92612
93
Wealthminder
score

Stephen Caldwell (CRD# 5755401) is an Investment Advisor Representative working at Signature Resources Capital Management, LLC in Irvine, CA and has over 8 years of experience in the finance industry.

3
Gary L. Kaltenbach
CRD#: 263514
19900 Macarthur Blvd, Suite 920, Irvine, CA 92612
93
Wealthminder
score

Gary Kaltenbach (CRD# 263514) is an Investment Advisor Representative working at Signature Resources Capital Management, LLC in Irvine, CA and has over 20 years of experience in the finance industry.

4
Andrew L. Krongold
CRD#: 6094017
19900 Macarthur Blvd, Suite 920, Irvine, CA 92612
93
Wealthminder
score

Andrew Krongold (CRD# 6094017) is an Investment Advisor Representative working at Signature Resources Capital Management, LLC in Irvine, CA and has over 5 years of experience in the finance industry.

5
Brett M. Laddusaw
CRD#: 5635769
19900 Macarthur Blvd, Suite 920, Irvine, CA 92612
93
Wealthminder
score

Brett Laddusaw (CRD# 5635769) is an Investment Advisor Representative working at Signature Resources Capital Management, LLC in Irvine, CA and has over 9 years of experience in the finance industry.

6
Kevin A. Messenger
CRD#: 5235076
19900 Macarthur Blvd, Suite 920, Irvine, CA 92612
93
Wealthminder
score

Kevin Messenger (CRD# 5235076) is an Investment Advisor Representative working at Signature Resources Capital Management, LLC in Irvine, CA and has over 7 years of experience in the finance industry.

7
Ward M. O'doherty
CRD#: 4522430
19900 Macarthur Blvd, Suite 920, Irvine, CA 92612
93
Wealthminder
score

Ward O'doherty (CRD# 4522430) is an Investment Advisor Representative working at Signature Resources Capital Management, LLC in Irvine, CA and has over 15 years of experience in the finance industry.

8
Garrett B. Powell
CRD#: 1768299
19900 Macarthur Blvd, Suite 920, Irvine, CA 92612
93
Wealthminder
score

Garrett Powell (CRD# 1768299) is an Investment Advisor Representative working at Signature Resources Capital Management, LLC in Irvine, CA and has over 5 years of experience in the finance industry.

9
Lisa M. Sakai
CRD#: 6016246
19900 Macarthur Blvd, Suite 920, Irvine, CA 92612
93
Wealthminder
score

Lisa Sakai (CRD# 6016246) is an Investment Advisor Representative working at Signature Resources Capital Management, LLC in Irvine, CA and has over 6 years of experience in the finance industry.

10
Mark A. Mowrey
CRD#: 2776467
19900 Macarthur Blvd, Suite 920, Irvine, CA 92612
90
Wealthminder
score

Mark Mowrey (CRD# 2776467) is an Investment Advisor Representative working at Signature Resources Capital Management, LLC in Irvine, CA and has 1 year of experience in the finance industry.

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