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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.