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Michelle N. Mai

Signature Resources Capital Management, LLC

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About Michelle N. Mai

Michelle Mai is an Investment Advisor Representative with Signature Resources Capital Management, LLC. Michelle Mai is licensed to provide investment advisory services in California and Texas. Michelle Mai has been a registered Investment Advisor since October 18, 2016. Michelle Mai also owns and operates College Planning Source, which is not investment-related. Michelle Mai has more than 15 years of experience in the financial services industry and has worked with clients in a variety of capacities, including financial planning, college planning, insurance sales and service, and portfolio management. Michelle Mai is dedicated to providing her clients with personalized financial advice and guidance.

Firm Information

Michelle Mai is currently registered with Signature Resources Capital Management, LLC. Signature Resources Capital Management, LLC is an investment advisor based in Newport Beach, California. The firm manages approximately $218.8 million in assets for individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and other investment advisors. Their advisory services include financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
Signature Resources Capital Management, LLC

120 NEWPORT CENTER DR

NEWPORT BEACH, CA 92660

$218.80M

Assets Under Management

31

Total Clients

10

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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Michelle Mai’s Registration & Firm History

CA

12/15/2022 - Present

Signature Resources Capital Management, LLC (SAN DIEGO CA)

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Licenses & Designations

IA

Issued 05/25/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michelle N. Mai.
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