CRD: 123729
Signature Financial Services, LTD
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- Custodian
- American Funds · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-10-1998
- Office Locations
- 8
Office Locations
About Signature Financial Services, LTD
Signature Financial Services, LTD provides financial planning, investment management, insurance guidance, and qualified plan consulting, including portfolio construction, investment research, performance reviews, and plan setup with enrollment meetings and participant support. The firm coordinates with CPA and tax professional affiliates to integrate tax and legal considerations. Serves retail and institutional clients; custody relationships include Pershing and SEI.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TIMOTHY MELVIN OLMSTEAD
Chief Compliance Officer, Secretary Treasurer
- CRD
- #1847213
- Ownership
- Less than 5%
BRADLEY KENT WALTON
President
- CRD
- #1904117
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MICHAEL MURRAY APPLEBAUM
Senior Director
- CRD
- #3240028
THOMAS LAMBERT BRODERICK
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- CRD
- #4229933
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $240,853,000 | $491,537 |
| Non-Discretionary | $33,180,000 | $2,073,750 |
| Total | $274,033,000 | $541,567 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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