Falists
← Back to search

BROWN ADVISORY

SIGNATURE FINANCIAL MANAGEMENT INC

CRD 106375 · SEC 801-47290

Visit website

101 W. MAIN STREET, SUITE 700, NORFOLK, VA, 23510-1676, United States

Phone

757-625-7670

Fax

888-295-7101

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$7.57B

Discretionary AUM

$7.52B

Team

36 total employees; 16 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals27$6.2M
High net worth individuals145$5.55B
Pooled investment vehicles16$1.66B
Charitable organizations23$149.4M
Corporations/business entities18$208.5M

States served

CA, GA, IL, NC, VA, FL

All web addresses on file

Official SEC filing: View on IAPD