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SIGNATUREFD, LLC
CRD 112758 · SEC 801-60393
1230 PEACHTREE STREET, NE, SUITE 1800, ATLANTA, GA, 30309, United States
Phone
404-253-7600
Fax
404-253-7601
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.68B
Discretionary AUM
$8.95B
Team
130 total employees; 50 advisory reps; 3 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 620 | $719.9M |
| High net worth individuals | 1271 | $8.46B |
| Pooled investment vehicles | 6 | $373.3M |
| Pension/profit sharing plans | 7 | $7.2M |
| Charitable organizations | 9 | $118.8M |
States served
AL, AZ, CA, CO, DC, GA, IL, IN, IA, KY, LA, ME, MD, MA, MN, NV, NJ, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WV, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD