Investment adviser · CRD 468

SIGNATOR INVESTORS, INC.

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Jul 17, 2018

Regulatory AUM
$6.59B
Form ADV · Item 5.F
Client accounts
34,375
Accounts, not individual clients
Employees
1,206
Reported in this filing
Advisory professionals
1,161
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Individuals40,125$6,367,649,98096.6%
Corporations & businesses294$112,716,9601.7%
High-net-worth individuals9$98,868,8551.5%
Other clients25$7,788,6850.1%
Charities8$2,460,5760.0%
Filing source

Form ADV 1229941 · Jul 17, 2018 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 17, 2018. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

200 BERKELEY STREET, 3RD FLOOR
BOSTON, MA, 02116, United States

CRD 468

Filing source

Form ADV 1229941 · Jul 17, 2018 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.