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Signature Family Wealth Advisors

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 12, 2019
    • $4.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $3.7M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

23

name start date
Amanda Bradley Gift
March 2010
Rupal K Master
June 2019
Reed Robert Hurt
May 2019
Lloyd Christopher Noland
May 2019
William Cole Imeson
October 2019

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Brown Advisory Cavanaugh LLC IAR $1,229,187,998
    Brown Advisory Direct Investments Gp, LLC -- --
    Brown Advisory Gp, LLC -- --
    Brown Advisory Investment Solutions Group LLC IAR $4,528,748,422
    Brown Advisory Ltd. IAR $1,388,113,795
    Brown Advisory Securities, LLC IAR $14,675,247
    Brown Advisory Trust Company of Delaware, LLC -- --
    Brown Investment Advisory & Trust Company -- --
    Brown Savano Jv, LLC IAR $0
    Brownsavano Direct Gp Ii, LLC -- --
    Meritage Capital Gp, LLC -- --
    Meritage Capital, LLC IAR $987,142,274
    Nextgen Venture Partners, LLC IAR $0
    Nextgen Ventures Fund I Gp, LLC -- --
    Nextgen Ventures Fund II Gp, LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Amy Taipalus Mcclure Chief Compliance Officer September, 2017 less than 5%
      Michael David Hankin President & Ceo - Brown Advisory November, 2018 less than 5%
      Brett David Rogers Group General Counsel November, 2018 less than 5%
      David Michael Churchill Chief Operating Officer November, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees
        • Performance-Based Fees