SIGNATUREFD, LLC
ATLANTA, GA



Established in Georgia on June 3, 2004, SignatureFD, LLC is a trusted fiduciary-based firm dedicated to helping clients make the most of their wealth so it supports their life goals. From its base at 1230 Peachtree Street in Atlanta, this Florida Certified Domestic Limited Liability Company commits to honesty and loyalty, setting high ethical standards as its cornerstone. Rather than hitting preset financial targets, SignatureFD crafts investment strategies that harmonize with each client's unique aspirations and current circumstances. Independence is key for the firm; it collaborates solely when it benefits their clients, ensuring transparency in all processes, including fees and potential conflicts of interest. The firm provides bespoke services tailored to accumulate, preserve, and transfer wealth, grounded in a deep understanding of individual financial situations. By combining thoughtful asset allocation with careful selection of money managers, they enhance the value brought to each client. SignatureFD tackles complex financial landscapes by focusing on maximizing returns while keeping costs like taxes and expenses low. Their integrated risk management plan includes diverse insurance solutions to protect assets, ensuring clients' families are safeguarded against unforeseen challenges. Under the leadership of David S Fisher, CIO, and Heather Fortner, CEO, SignatureFD upholds its client-focused approach to wealth program design. The goal is straightforward: grow your capital efficiently so it actively supports achieving those personal milestones you cherish most. For a deeper dive into their philosophy or services, just visit signaturefd.com.

KEY FACTS ABOUT SIGNATUREFD, LLC

Company name
SIGNATUREFD, LLC
Status
Active
Filed Number
M04000002137
FEI Number
582323085
Date of Incorporation
June 3, 2004
Age - 23 years
Home State
GA
Company Type
Foreign Limited Liability

CONTACTS

Website
https://signaturefd.com
Phones
(404) 253-7600
(404) 253-7601

SIGNATUREFD, LLC NEAR ME

Principal Address
1230 Peachtree Street,
Suite 1800,
ATLANTA,
GA,
30309,
US

See Also

Officers and Directors

The SIGNATUREFD, LLC managed by the two persons from ATLANTA on following positions: CIO, Chief Executive Officer

David S Fisher

Position
CIO Active
From
ATLANTA, GA, GA

Heather Fortner

Position
Chief Executive Officer Active
From
ATLANTA, GA, GA





Registered Agent is CORPORATION SERVICE COMPANY

Address
1201 HAYS STREET, TALLAHASSEE, FL, 32301

Events

April 13, 2016
LC STMNT OF RA/RO CHG
October 7, 2009
LC NAME CHANGE

Annual Reports

2025
March 28, 2025
2024
February 27, 2024