RIA Intel›Advisers›Massachusetts›SIGNATOR FINANCIAL SERVICES, INC.

SIGNATOR FINANCIAL SERVICES, INC.

Advisory

N·BOSTON, MA

Data as of Dec 17, 2015 · Source: SEC Form ADV

Total AUM

$409M

1-Year AUM Growth

+8.4%

3-Year CAGR

+27.3%

Employees

69

Assets Under Management

Total AUM$409M

Discretionary AUM$118M

Non-Discretionary AUM$291M

Discretionary %28.9%

Total Clients—

Team

Total Employees69

Investment Advisers73

Employee Growth (1Y)—

Filing History

Total Filings on Record59

First FilingMar 30, 2001

Latest FilingDec 17, 2015

🔒 Full AUM trend chart and 59 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SIGNATOR FINANCIAL SERVICES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.