Signature Wealth Management Partners is an investment advisor in Montvale with $353.63 mm assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
831566227
SEC advisor number
801-113932
FINRA CRD number
298315
AUM ?
$332.62 mm
(as of 28 Mar 24)
Accounts
903
(as of 28 Mar 24)
Employees
7
(5 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
20 Oct 21