Signature Intelligent Portfolios, LLC
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Overview
Signature Intelligent Portfolios, LLC is an advisory firm located in Los Angeles, California. The company administers $11.8 million in assets under management throughout 236 client accounts. Signature Intelligent Portfolios, LLC has a small group, including 1 financial advisor. Signature Intelligent Portfolios, LLC does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are tradable financial investments such as equities, bonds and options.
Signature Intelligent Portfolios, LLC administers all of its accounts on a discretionary basis. Discretionary management means that transaction choices are made by a portfolio manager without requiring the client's consent. Signature Intelligent Portfolios, LLC's average account size is $49,826. The typical advisor at Signature Intelligent Portfolios, LLC oversees around 236 client accounts.
The firm's headquarters is at 2121 Avenue Of The Stars, Los Angeles, California 90067. It is legally permitted to serve investors across 16 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Signature Intelligent Portfolios, LLC by the Numbers
$11.8 million
4
236
$49.8 thousand
Fee Structure
Fees charged by financial advisors usually are based on the services provided. However, fees billed by Signature Intelligent Portfolios, LLC typically consist of the following fee structure: asset-based. The company does not participate in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with retail investors and high net worth investors. Out of its 236 accounts, Signature Intelligent Portfolios, LLC's biggest client type by number of accounts is retail investors, but it also caters to 21 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 11.67%
- Other Individuals - 88.33%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Signature Intelligent Portfolios, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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