Signature Investments, Inc. is a large advisory firm based in Dayton. It manages $107.73 million of regulatory assets for 493 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arkansas, California, Florida, and 11 other states.
Signature Investments provides portfolio management for individuals and small businesses, selection of other advisers, educational seminars and workshops, and coaching. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Signature Investments, Inc. is $107.73 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 30680% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Signature Investments, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Signature Investments, Inc. performs its advisory services is located at 6500 Poe Avenue, Dayton, OH 45414 2556, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 937-890-3101 or by fax 800-341-2482. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at signatureinvest.com.