Signet Financial Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Parsippany, NJ. Its latest Form ADV filing, dated March 27, 2026, reports $1.2B in regulatory assets under management, 17 employees, 5 offices, and 1,932 accounts.
Assets Under Management
$1.2B
Employees
17
Offices
5 offices
Total Clients
707
Primary office
PARSIPPANY, NJ
400 INTERPACE PARKWAY, BUILDING C, 2ND FLOOR, PARSIPPANY, NJ, United States
Top client segmentIndividuals represent 52.2% of total clients.
Top client categories% of clientsClients
1
Individuals
52.2%
369
2
HNWI
45.3%
320
3
Pension Plans
1.3%
9
4
Corporations
1.3%
9
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 27, 2026
Discretionary100.0%
$1.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.2B
Total Accounts1,932
10Y AUM Change+$502M (+74.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee42:1
10Y Employee Change-2 (-10.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.