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SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC
CRD 144069 · SEC 801-67988
100 BAYVIEW CIRCLE, SUITE 2200, NEWPORT BEACH, CA, 92660, United States
Phone
(949) 261-7726
Fax
(949) 261-7727
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$303.9M
Discretionary AUM
$303.9M
Team
15 total employees; 15 advisory reps; 20 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 276 | $82.1M |
| High net worth individuals | 90 | $204.6M |
| Pension/profit sharing plans | 12 | $14.5M |
States served
AZ, CA, CO, ID, NE, NV, NJ, NM, NY, OR, VA, TX, FL
All web addresses on file
- https://www.facebook.com/profile.php?id=61562807861854
- https://www.fmlycapital.com
- https://x.com/SIGRESOURCES1
- https://www.linkedin.com/company/signature-resources-capital-management-llc/
- https://mikebornstein.com/
- https://www.linkedin.com/company/statera-asset-management/
- https://srcmadvisors.com/
- https://statera-am.com/
Official SEC filing: View on IAPD