Signature Estate and Investment ADV

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

233

Total plan assets

$38.0M

Filings (rows)

Direct comp

$32K

Indirect comp

Showing only "SIGNATURE ESTATE AND INVESTMENT ADV"

View all 7 variants aggregated →

SIGNATURE ESTATE & INVESTMENT47 SIGNATURE ESTATE SECURITIES19 SIGNATURE ESTATE & INVEST ADVS13 SIGNATURE ESTATE & INVESTMT ADVISOR11 SIGNATURE ESTATE & INVESTMENT ADVIS7 SIGNATURE ESTATE AND INVESTMENT3

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Orange County Urology Associates, Inc. a Medical Group Orange County Urology Associates 401(k) Profit Sharing Plan · all filings	LAGUNA HILLS, CA	Advisor / Consultant	123	$20.1M	$21K	$0
Orange County Urology Associates, Inc. a Medical Group Orange County Urology Associates 401(k) Profit Sharing Plan · all filings	LAGUNA HILLS, CA	Advisor / Consultant	110	$18.0M	$12K	$0