RS
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Russtin Siadatian

8 Years of Experience
Sells Insurance

Russtin Siadatian is a registered investment advisor at Signature Resources Capital Management, LLC, based in Newport Beach, CA, with 8 years of industry experience. Russtin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
357 clients
Average Client Portfolio
$637K average
Assets Under Management
$227.6M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)

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.

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Location

100 Bayview Circle, Suite 2200, Newport Beach, CA, 92660

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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.

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Other Business ActivitiesSells Insurance

Russtin is an insurance agent at RTB Financial Group & Insurance Services, dedicating nearly full-time hours to insurance sales and service. He also works as a Certified Divorce Financial Analyst at Strategic Divorce Planning and as a business consultant, spending about 10-20% of his time on these activities.

Employment History
Current Registrations
Signature Resources Capital Management, LLC
August 2017 - Present · 8 yrs 8 mos
State Registrations2 states
CATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.