SIGNATUREFD

  • Financial Services
  • Atlanta GA
  • 133 employees
  • Financial Services
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Company Overview

Headquarters
1230 Peachtree Street NE Suite 1800, Atlanta GA
Website
signaturefd.com
Phone
(404) 253-7600
Employees
133
Founded in
1997
Industry
Financial Services
NAICS Code
NAICS Code 5239 Companies
NAICS Code 523920 Companies
NAICS Code 52 Companies
NAICS Code 5231 Companies
NAICS Code 523 Companies
NAICS Code 52392 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$19B

Total Funding Amount

$1M

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Who is SIGNATUREFD

SignatureFD is a wealth management firm based in Atlanta, Georgia. The company employs over 122 professionals and has generated an annual revenue of $50 million. Since its founding in 1997, SignatureFD has built a strong reputation for client retention, boasting a 97% rate. SignatureFD provides integrated wealth management services designed to help clients achieve their financial goals. They offer a range of services including investment management, financial planning, and tax advice. These services are tailored to each client's unique needs and circumstances, allowing them to create a comprehensive financial plan that aligns with their values and objectives. The company differentiates itself through its team of highly skilled professionals who are dedicated to providing personalized and proactive guidance. SignatureFD emphasizes collaboration and coordination among its investment, financial planning, and tax experts, ensuring that clients receive a holistic and well-rounded approach to wealth management. Their commitment to building long-term relationships with clients is evident in their impressive client retention rate. For more information about SignatureFD and its services, please visit www.signaturefd.com.

Company Leadership

Brian Frey

Partner

Phone Email
Frank Strickland

PARTNER

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Todd Sheets

Partner

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David Fisher

Co-Founder and Chief Wealth Officer

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Jeff Peller

Co-Founder & CEO

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SIGNATUREFD Industry Tags

Financial Planning
Tax Planning
Wealth Management
Estate Planning
Investment Strategy
Retirement Planning
Insurance
Risk Management
Asset Management
Asset Protection
Wealth Transfer Planning
Cash Flow Planning
Financial Services
Financial Advisory Services
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SIGNATUREFD Tech Stack

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HTML
PHP
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Companies Similar to SIGNATUREFD

Analyze industry trends and opportunities by examining competitors and companies comparable to SIGNATUREFD, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
19M 41 Omaha, NE 2012
19M 84 Lehi, UT 1997
19M 158 New York, NY 2011
19M 166 Cary, NC 2002
19M 214 San Francisco, CA 2001
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FAQ

What is the location of SIGNATUREFD's headquarters?
The headquarters of SIGNATUREFD are situated at 1230 Peachtree Street NE Suite 1800, Atlanta GA
What is SIGNATUREFD's phone number?
SIGNATUREFD's contact number is (404) 253-7600.
What is SIGNATUREFD's official website?
The official website of SIGNATUREFD can be found at signaturefd.com.
What is SIGNATUREFD's current revenue?
As of January 2024, SIGNATUREFD's annual revenue reached $19B.
How many employees does SIGNATUREFD currently have?
SIGNATUREFD employs approximately 133+ people as of January 2024
Which industries is SIGNATUREFD primarily operating in?
SIGNATUREFD operates in the following industries: Finance, Credit
Who is the Partner of SIGNATUREFD?
SIGNATUREFD's Partner is Brian Frey
What are SIGNATUREFD's industry tags?
SIGNATUREFD's industry tags include: Financial Planning, Tax Planning, Wealth Management
What is SIGNATUREFD's total funding to date?
SIGNATUREFD has secured $1M as of January 2024
When was SIGNATUREFD founded?
SIGNATUREFD was founded in 1997.

Employee Directory

Key Employees

Heather Fortner

Chief Executive Officer

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Michael Porter

Client Associate

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Colin Sturgis

Principal

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Anthony Welch

Partner, Chief Investment Officer

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Tim Maurer

Chief Advisory Officer

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Moc Ly

Network Administrator

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Samantha Geier

Marketing and Communications Manager

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