Michelle N. Mai

Signature Resources Capital Management, LLC

12 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Signature Resources Capital Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

357 clients

Average Client Portfolio

$637K average

Assets Under Management

$227.6M

Fee Structure

Minimum Investment:$250K

Location

10875 Rancho Bernardo Road, Suite 115, San Diego, CA, 92127

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History

Regulatory History (1)

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Criminal

February 2001

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Michelle is an insurance agent at Signature Resources Insurance and Financial Services, spending about 10-20% of her time on insurance sales and service. She also owns College Planning Source, dedicating about 10-20% of her time to college planning.

Employment History

Current Registrations

Signature Resources Capital Management, LLC

October 2016 - Present · 9 yrs 4 mos

Previous Registrations

Phi Beta Kapital Investments, INC.

July 2013 - October 2016 · 3 yrs 3 mos

State Registrations2 states

CATX

Advisor

Exams

No exam information available for this advisor.