Mark Mowrey is a CFA-designated registered investment advisor at Signature Resources Capital Management, LLC, based in Newport Beach, CA, with 9 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 357 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Signature Resources Capital Management charges a percentage of your portfolio's value each year for investment management. The exact percentage depends on the amount they manage. SRCM may also charge a program fee for accounts under $250,000, in addition to the standard investment management fee. These fees are negotiable.
Location
100 Bayview Circle, Suite 2200, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark serves as a Director and Chairperson of the Investment Committee for Symmco, Inc. and as a Director for Symmco Group, spending minimal time on each. Mark is also a co-founder and advisor for Global Digital Advisor Technologies, LLC, dedicating about 10-20% of his time.
Employment History
Current Registrations
Signature Resources Capital Management, LLC
State Registrations1 state
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