Signaturefd, LLC

Signaturefd, LLC (CRD# 112758) is a financial advisory firm headquartered in Atlanta, GA. They manage $7,245,750,124 in 9,871 accounts and serve the financial needs of clients across 32 states (or territories).

Current Firm Details
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309
https://www.signaturefd.com
By the Numbers
  • Total Assets Under Management
    7,246
    MILLION
  • Total Number of Accounts
    9,871
    ACCOUNTS
  • Average Account Value
    $734,044
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, MN, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV

Financial Advisors at Signaturefd, LLC
Showing 31 - 32 of 32 top financial advisors.
31
James Yost, financial advisor Atlanta GA
James P. Yost
CRD#: 7068699
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309

James Yost (CRD# 7068699) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

32
Laura Amy, financial advisor Atlanta GA
Laura K. Amy
CRD#: 4694189
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309

Laura Amy (CRD# 4694189) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 18 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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