Investment adviser · CRD 123729
SIGNATURE FINANCIAL SERVICES, LTD
Investment adviser filing (IA)
ARLINGTON HEIGHTS, IL, United States · Form ADV filed Jul 2, 2026
- Regulatory AUM
- $274M Form ADV · Item 5.F
- Client accounts
- 506 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 12 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 76 | $166,169,000 | 60.6% |
| Individuals | 260 | $72,020,000 | 26.3% |
| Retirement plans | 15 | $33,180,000 | 12.1% |
| Corporations & businesses | Fewer than 5 | $2,664,000 | 1.0% |
Filing source
Form ADV 2117277 · Jul 2, 2026 · 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 fundsThe 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 2, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
855 EAST GOLF ROAD, SUITE 2128ARLINGTON HEIGHTS, IL, 60005, United States
CRD 123729
Filing source
Form ADV 2117277 · Jul 2, 2026 · 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.