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Signal Research Group LLC

Signal Research Group LLC. CRD 166392

Signal Research Group LLC logo

CRD: 166392

Signal Research Group LLC

$18.3M Total AUM
$18.3M Disc. AUM
-- 3Y CAGR
2 Employees
107 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Axos ยท SEI
Clients
Retail and Institutional
Platforms
Available
Established Date
02-14-2013
Office Locations
1

Office Locations

2401 S Bryant AVE Suite 100 Edmond OK

About Signal Research Group LLC

Signal Research Group (SRG) is an Edmond, OK RIA providing investment management and financial planning for individuals, corporations, and institutions. The team runs tactical, momentum-aware strategies driven by technical indicators and proprietary signals designed to help preserve capital in downtrending markets. Planning work spans retirement, estate and insurance reviews; portfolios are commonly implemented with ETFs and public funds.

Team overview

46 AVG AGE
$18.3M AVG AUM / ADVISOR
$171.4K AVG AUM / CLIENT
12.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

MATTHEW EDWARD SPANGLER

MATTHEW EDWARD SPANGLER

Chief Compliance Officer, Managing Member, President

CRD
#4095215
Ownership
75% or more
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $18,338,002 --
Non-Discretionary $0 --
Total $18,338,002 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Public Funds:
Available
Cash:
Available
Municipal Bonds:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Public Funds Available Available
Cash Available Available
Municipal Bonds Available Available
Total Available Available

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