S
$84.2M Total AUM
$84.1M Disc. AUM
-- 3Y CAGR
2 Employees
40 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2023
- Office Locations
- 2
Office Locations
-- Fuquary Varina NC
-- Fuquay Varina NC
About Signature Resources LLC
Signature Resources LLC is a Fuquay Varina-based RIA with 2 offices. The firm has been operating for 2 years. Managing $84.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$84.2M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RENEE HOPE-GILL
Owner
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
L
LANCE C HOPE-GILL
Chief Compliance Officer, PRINCIPAL
- CRD
- #3066537
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,133,713 | -- |
| Non-Discretionary | $58,919 | -- |
| Total | $84,192,632 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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