Signator Financial Services, Inc. is a large advisory firm based in Boston. It manages $409.41 million of regulatory assets for 1,166 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Signator Financial Services provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Signator Financial Services, Inc. is $409.41 million. The firm's AUM has grown by 22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Signator Financial Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Emil Joseph Jr Aberizk has been acting as President since 1 Oct 2013. Halina K Vd Hagen joined the executive team most recently as the Director.
The principal office where Signator Financial Services, Inc. performs its advisory services is located at 197 Clarendon Street, Boston, MA 02116, which is also the mailing address of the firm. An additional office of the firm is in Seattle, WA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-469-7667 or by fax 866-532-1364. The normal business hours are 6:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at signatorfinancialservices.com.