Signature Financial Services, Ltd
● SEC registered since 2005CRD 123729SEC# 801-64258Arlington Heights, IL
Reg. AUM
$274M
Employees
12
Accounts
506
Location
Arlington Heights, IL
Signature Financial Services, Ltd assets under management
Signature Financial Services, Ltd is an investment advisory firm registered with the SEC based in Arlington Heights, IL. The firm has been registered since 2005. It reports $274 million in regulatory assets under management and employs 12 people.
Signature Financial Services, Ltd owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Kent Walton Control | President | Under 5% | 1988 |
| Signature Advisor Group | Shareholder | Over 75% | 2003 |
| Timothy Melvin Olmstead Control | Secretary Treasurer/ Chief Compliance Officer | Under 5% | 2004 |
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Join to unlock · $37/moFrequently asked questions
How much does Signature Financial Services, Ltd manage?
Signature Financial Services, Ltd reports $274 million in regulatory assets under management on its Form ADV.
How many employees does Signature Financial Services, Ltd have?
Signature Financial Services, Ltd reports 12 employees.
Where is Signature Financial Services, Ltd located?
Signature Financial Services, Ltd is based in Arlington Heights, IL and has been SEC-registered since 2005.
Does Signature Financial Services, Ltd disclose fund performance?
Signature Financial Services, Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 855 East Golf Road, Suite 2128, Arlington Heights, IL 60005 |
| Phone | (847) 545-8070 |
| Fax | (847) 545-8077 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$274M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$274Mregulatory AUM
Discretionary $240.9MNon-discretionary $33.2M