Glenn
Crawford

Signature Resources Capital Management, LLC

CRD#6751125
Investment Advisor
in Newport Beach, CA

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About this Advisor

Glenn Crawford is a financial advisor based in Newport Beach, California with a total of 6 years of industry experience. Crawford works at Signature Resources Capital Management, LLC. Crawford has gained experience at Signature Resources Capital Management LLC, Taylor Insurance And Financial Services and Surrex Solutions Corporation. Crawford maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to work in California. Signature Resources Capital Management, LLC is a financial advisory business that has its headquarters in Newport Beach, CA. The company has a total of 15 employees. It controls $208 million in total assets across its 1,358 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,358 client accounts, just 6% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules vary depending on the type of financial services offered. Fee types billed by Signature Resources Capital Management, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

100 Bayview Circle Suite 100
Newport Beach, CA 92660

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Signature Resources Capital Management, LLC Brokerage Details

Total Assets Under Management

$207,518,843

CA Average: $7,578,581,321
Total Number of Employees

15

CA Average: 43
Total Number of Accounts

1,358

CA Average: 3,727
Average Account Size

$152,812

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Glenn Crawford Work History

Glenn has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Signature Resources Capital Management LLC

2014 - Present (10 years)

Taylor Insurance And Financial Services

2001 - 2014 (13 years)

Surrex Solutions Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Glenn Crawford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Signature Resources Capital Management, LLC

Michael Bornstein
Newport Beach, CA
Andrew Ficarra
Newport Beach, CA
Jeremy Edge
Newport Beach, CA
Russtin Siadatian
Newport Beach, CA
Anthony Rossi
Newport Beach, CA
Jon Mclaughlin
Newport Beach, CA
Aleksandar Glebov
Newport Beach, CA
Keegan Rowe
Newport Beach, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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