Signature Family Wealth Advisors

Signature Family Wealth Advisors

Signature Family Wealth Advisors

Overview
Date Founded

1994

Headquarters

World Trade Center,101 West Main Street,Suite 700,Norfolk, VA 23510-1676

Type of Company

Private

Employees (Worldwide)

48

Industries

Investment Services & Portfolio Management

Company Description

Signature is an independent family office that addresses every facet of your financial life in an integrated, personalized way. When we started Signature in 1994, we knew there was something missing from the way that affluent individuals and families could manage their wealth. Investments, income taxes, philanthropy, and estate planning were all silos. It was up to clients to work with an army of brokers, attorneys, and accountants, and figure out how all the pieces should come together. Signature takes the complexity out of wealth management Today, with offices in Norfolk, Charlottesville, Richmond, and Chicago, Signature is a firm of investment, tax, and planning professionals focused on one goal: Reducing the complexity of managing wealth by offering integrated, comprehensive solutions that address every facet of our clients’ financial lives. The right size for you Signature has more than $2.5 billion in assets under management, and our average client’s investable assets are in excess of $20 million. We offer the intellectual and financial scale of a much larger firm, coupled with the luxury of having the time, energy, and mandate to think very deeply about our clients’ needs. Serving clients is our only agenda Since day one, Signature has been a transparent, fee-only firm; the only compensation we receive is from our clients. Because we are not paid commissions on any product or service we provide, our advice is free of bias and is focused solely on your best interests. The only item on Signature’s agenda is serving you. The right relationship lasts forever Signature’s expertise, creativity, and dedication to our clients have translated into long-standing relationships, many of which span generations. We have long-standing relationships with our employees, too; most of them make a career out of working at Signature.

Contact Data
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Executives & Employees

Founder, Chief Financial Officer

President & Chief Executive Officer

Chief Operating Officer

General Counsel & Chief Compliance Officer

Chief Compliance Officer

Marketing Coordinator

Director, Client Service & Financial Planning

Director, Human Resources & Administration

Director, Finance & Accounting

Director-Technology Services

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Signature Family Wealth Advisors
Recent Transactions
Details Hidden

Brown Advisory, Inc. purchases Signature Family Wealth Advisors

Transaction Advisors
Investment Advisor

Advised onBrown Advisory, Inc. purchases Signature Family Wealth Advisors

Legal Advisor

Advised onBrown Advisory, Inc. purchases Signature Family Wealth Advisors

Legal Advisor

Advised onBrown Advisory, Inc. purchases Signature Family Wealth Advisors

Legal Advisor

Advised onBrown Advisory, Inc. purchases Signature Family Wealth Advisors

Legal Advisor

Advised onBrown Advisory, Inc. purchases Signature Family Wealth Advisors

Advisors & Consultants
Administrator

J.D. Clark & Co., Inc., part of UMB Financial Corp., is an American company located in Ogden, UT, that provides investment services. Jeffrey D. Clark is the current CEO, occupying that position since 1991. UMB Fund Services, Inc. acquired J.D. Clark & Co., Inc. on 08 May 09 for $23.10 million.

Awards & Honors
Rank #41
2015
Financial Planning Magazine - Fastest Growing RIAs
Rank #47
2014
Financial Planning Magazine - Fastest Growing RIAs
Rank #59
2014
Financial Advisor Magazine - Top RIA Survey
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