RIA Intel›Advisers›Illinois›SIGNATURE FINANCIAL SERVICES, LTD

SIGNATURE FINANCIAL SERVICES, LTD

Advisory

N·ARLINGTON HEIGHTS, IL

Data as of Jul 2, 2026 · Source: SEC Form ADV

Total AUM

$274M

1-Year AUM Growth

+13.3%

3-Year CAGR

+5.7%

Employees

12

Assets Under Management

Total AUM$274M

Discretionary AUM$241M

Non-Discretionary AUM$33M

Discretionary %87.9%

Total Clients343

Team

Total Employees12

Investment Advisers12

Employee Growth (1Y)—

Filing History

Total Filings on Record42

First FilingApr 28, 2005

Latest FilingJul 2, 2026

🔒 Full AUM trend chart and 42 historical filings spanning 21+ 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 SIGNATURE FINANCIAL SERVICES, LTD

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