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SIGNATURE FINANCIAL SERVICES, LTD
CRD 123729File 801-64258
APPROVED
Retail clients
Disclosure events
Filing as of Jul 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$274.0M
Below cohort median (national)
Discretionary AUM
$240.9M
Non-discretionary $33.2M
Clients
353
506 accounts
Employees
12
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 27, 2005
- Principal office
- 855 EAST GOLF ROAD, SUITE 2128, ARLINGTON HEIGHTS, IL, 60005
- Phone
- (847) 545-8070
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $274.0M
- Discretionary AUM
- $240.9M
- Non-discretionary AUM
- $33.2M
- Discretionary accounts
- 490
- Non-discretionary accounts
- 16
- Total accounts
- 506
- AUM per client
- $776K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.7M |
| High net worth individuals | 76 | $166.2M |
| Pension and profit sharing plans | 15 | $33.2M |
| Individuals (other than high net worth individuals) | 260 | $72.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 343 | 353 | increased by10 |
| Apr 1, 2026 | AUM | $227,070,000 | $274,033,000 | increased by$46,963,000 |
| Apr 1, 2026 | Accounts | 475 | 506 | increased by31 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 12 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 474 | 343 | decreased by131 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $215,664,332 | $227,070,000 | increased by$11,405,668 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 474 | 475 | increased by1 |
| Apr 1, 2022 | Employees | 21 | 19 | decreased by2 |
| Apr 1, 2022 | Clients | 353 | 474 | increased by121 |
| Apr 1, 2022 | AUM | $171,485,610 | $215,664,332 | increased by$44,178,722 |
| Apr 1, 2022 | Accounts | 446 | 474 | increased by28 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SIGNATURE FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SIGNATURE FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.