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SIGNATURE FINANCIAL SERVICES, LTD

ARLINGTON HEIGHTS, IL · CRD 123729 · IAPD ↗ · (847) 545-8070

$274.0MRegulatory AUM
12Advisory reps
12Employees
2Clients
251-500Planning clients
0Private funds
7States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
March 2025 — SIGNATURE FINANCIAL SERVICES, LTD notice-filed in AZ, CA, IN, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2025 — SIGNATURE FINANCIAL SERVICES, LTD began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.