Troy A Franzen

Signature Investment Advisors, LLC

28 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Signature Investment Advisors, LLC

Compensation

Fee-Only (AUM)

Firm Size

10 advisors

Number of Clients

7,107 clients

Average Client Portfolio

$807K average

Assets Under Management

$5.7B

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

Location

2010 Main St., Suite 220, Irvine, CA, 92614

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Troy works as a relationship manager for SIA LLC, focusing on RIA sales and service. This activity is investment-related and takes nearly full-time hours.