Signet Strategic Wealth Management
Financial Services • 
Thousand Oaks, California, United States • 1-10 Employees
Company overview
| Headquarters | 2625 Townsgate Rd, Westlake Village, California 91361, US |
| Phone number | +18052671226 |
| Website | |
| NAICS | 52 |
| Keywords | Comprehensive Financial Planning, Retirement Planning, Estate Planning, Charitable Giving, Socially Responsible Investing, Women Investors |
| Employees | 1-10 |
| Socials |
Key Contact at Signet Strategic Wealth Management
Christopher Soulios
Founder, LPL Financial Advisor
About Signet Strategic Wealth Management
We provide transparent financial advice and services for sophisticated investors committed to social change. Our freedom to put you first comes from choosing our own course as an independent firm. So instead of being required to offer pre-packaged programs and investments, Signet Strategic Wealth’s skilled and experienced advisors are able to provide you with a custom financial plan based on your unique individual needs and values. Our team will always put you first and foremost, which is exactly as it should be. Signet Strategic Wealth Management believes in investment practices that promote environmental stewardship, consumer protection, human rights and diversity. Based on our clients’ areas of concern we will seek to implement positive investing. This involves making investments in activities and companies believed to have a positive social impact. Clients may choose to avoid investing in companies that are not in alignment with their social or environmental outlook and seek companies engaged in practices that are more in concert with their beliefs. Socially Responsible Investing (SRI) can encompass many different areas including ethical investing, green investing, program related investing, impact investing, triple bottom line investing, sustainable investing and ESG investing. It is our mission to provide investment resources and strategies to clients and financial institutions helping them develop a greater knowledge and passion for sustainable, responsible and impact investments. Chris Soulios is a registered representative with and securities offered through LPL Financial, Member SIPC. www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit https://www.signetstrategicwealth.com/
Signet Strategic Wealth Management revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Signet Strategic Wealth Management has never raised funding before.
Signet Strategic Wealth Management Tech Stack
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Australia
Switzerland
France
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Frequently asked questions
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