$68.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
4 Employees
209 ADV. Clients
9 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-11-2016
- Office Locations
- 1
Office Locations
1900 St. James Place Suite 510 Houston TX
About Signature Financial Advisors
Signature Financial Advisors is a Houston-based RIA. The firm has been operating for 9 years. Managing $68.1M in total assets under management, with 3 advisory representatives.
Team overview
68 AVG AGE
$22.7M AVG AUM / ADVISOR
$325.9K AVG AUM / CLIENT
9.8 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
LIEBE OSTROW MILLER
Chief Executive Officer, Partner
- CRD
- #1442569
- Ownership
- 25% but less than 50%
Available
Available
Available
JAMES STEVEN RUSH
Financial Advisor, General Partner
- CRD
- #3090665
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
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J
JOHN RANDALL REIMER
--
- CRD
- #5481122
Available
Available
Available
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $68,111,048 | -- |
| Total | $68,111,048 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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