SIGNATUREFD LLC Overview
Signaturefd Llc is an investment advisor that manages 2.2 BN dollars in regulatory AUM and has 48 employees, of which 30 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/08 to 06/30/20. The fund's latest filing disclosed 2BN in positions, representing 74% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 06/30/20. The fund's latest filing disclosed 2BN in positions, representing 74% of the manager's regulatory AUM.
SIGNATUREFD LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SIGNATUREFD LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| USMV | 11.34% | ETF | 4.09% | -0.2% | 1 | 5% | ||
| IWF | 11.09% | ETF | 9.31% | 0.3% | 1 | 12% | ||
|
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FEATURED IN
SIGNATUREFD LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James F. Frazier Jr. | Member | June-1997 |
| David A. Deeter | Member | June-1997 |
| Roger W. Lusby Iii | Member | June-1997 |
| Ruth A. Bartlett | Member | June-1997 |
| David S. Fisher | Member | January-2000 |
| Douglas W. Liptak | Member | January-2000 |
| Jeffrey S. Peller | Member | January-2000 |
| Jefery R. Miller | Member | June-1997 |
| Blair C. Cunningham | Member | December-2002 |
| Rhonda C. Striplin | Member | January-2002 |
| Karen Thurman | Member | January-2002 |
| Terri Lawson | Member | January-2002 |
| Andy Burnett | Member | January-2003 |
| D. S. Fowler | Member | June-1997 |
| Chris Etheridge | Member | January-2001 |
| Robert K. Besson | Member | January-2004 |
| Jeremy L. Sperring | Chief Financial Officer / Member | March-2004 |
| Charles S. Zimmerman | Member | January-2005 |
| Wayne D. Reid | Member | January-2005 |
| Heather A. Robertson Fortner | Chief Compliance Officer (Cco) / Member | March-2006 |
| William S. Mcdaniel | Member | August-2006 |
| Jason Meadows | Member | January-2008 |
| Linda Schaeffer | Member | January-2008 |
| William A. Godshall | Member | January-2008 |
| Elizabeth P. Harty | Member | July-2008 |
| Jamie V. Mccusker | Member | June-2009 |
| Stephen T. Sheets | Member | June-2009 |
| James E. Tally | Member | July-2012 |
| Frank D. Strickland | Member | May-2012 |
| Philip C. Beatty | Member | September-2013 |
| Daniel M. Dubay | Member | September-2013 |
| James M. Boone | Member | September-2013 |
| Charles G. Gray | Member | September-2013 |
| Russell B. Cearley | Member | January-2015 |
| Victoria K. Shackley | Member | January-2015 |
| John C. O'Donnell | Member | January-2015 |
| David A. Daniell | Member | July-2014 |
| Ronny L. Greer | Member | July-2014 |
| Jeremy D. Jones | Member | July-2014 |
SIGNATUREFD LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
SIGNATUREFD LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. The Registrant may utilize the following methods of security analysis:
Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Trading (securities...
Unlock Full Investment Process Description
A. The Registrant may utilize the following methods of security analysis:
Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Trading (securities...
Unlock Full Investment Process Description
SIGNATUREFD LLC Portfolio Concentration
SIGNATUREFD LLC Location
1230 PEACHTREE STREET, NE
SUITE 1800
ATLANTA, Georgia
UNITED STATES, 30309
SUITE 1800
ATLANTA, Georgia
UNITED STATES, 30309
SIGNATUREFD LLC Contact Information
Phone Number: 404-253-7600
Fax Number: 404-253-7601
Website: null
Fax Number: 404-253-7601
Website: null
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