SIGNET INVESTMENT ADVISORY GROUP, INC.

PROVIDENCE, RI Investment Advisor How do I update this listing?

Signet Investment Advisory Group is based out of Providence. Signet Investment Advisory Group is a large advisory firm with 158 clients and discretionary assets under management (AUM) of $203,435,939 (Form ADV from 2017-07-01). Their last reported 13F filing for Q4 2018 included $89,099,000 in managed 13F securities and a top 10 holdings concentration of 35.51%. Signet Investment Advisory Group's largest holding is Microsoft Corp. with shares held of 42,761. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

SIGNET INVESTMENT ADVISORY GROUP, INC.
101 DYER STREET, SUITE 3C
PROVIDENCE RI    02903
Country: United States

Business Phone: 401-621-2221
Fax: 401-621-2291
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: RI
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 19,893,500
Total Number of Clients: 158
Amount of client funds and securities by related persons: 4,226,540
Total Number of clients from related persons: 11
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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