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Douglas William Liptak

Signaturefd, LLC

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About Douglas William Liptak

Douglas William Liptak is an Investment Advisor Representative registered with Signaturefd, LLC, and has been in the industry since January 2000. Douglas William Liptak is licensed in Georgia and Florida. Douglas William Liptak's firm Signaturefd, LLC has offices in Atlanta, GA. Douglas William Liptak specializes in Financial Planning, Portfolio Management, and Pension Consulting. Douglas William Liptak is a Certified Financial Planner. The firm, Signaturefd, LLC is based in Atlanta, GA, and serves clients including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. The firm's services include financial planning, portfolio management for businesses, and portfolio management for pooled investment vehicles.

Firm Information

Douglas Liptak is currently registered with Signaturefd, LLC. Signaturefd, LLC is an investment advisor located in Atlanta, Georgia. They offer a range of services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. Signaturefd, LLC manages approximately $7.24 billion in assets for a diverse client base, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Their website and social media platforms provide additional information about their services and the firm's expertise.
Signaturefd, LLC

1230 PEACHTREE STREET, NE

ATLANTA, GA 30309

$7.25B

Assets Under Management

21

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Douglas Liptak’s Registration & Firm History

GA

04/08/2003 - Present

Signaturefd, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 05/05/1916

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Douglas William Liptak.
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