Among the services SEIA provides to clients:
- Customized asset management services
- Comprehensive financial planning on an individualized basis
- Independent and unbiased financial advice driven by the fiduciary standard
- Open architecture solutions tailored to fit multi-generational needs and goals of high net-worth families
- Small business transition and company retirement plan consulting
Founded in 1997 with 4 partners and 7 employees, the firm has grown to 13 partners, 17 advisors, and 60 support staff. SEIA has invested in the service infrastructure of the firm, including technology, operations, and marketing, in order to best serve clients and advisors interested in joining the firm.
Gary Liska, Partner and CFO, stated, "SEIA's advisors are provided with the support and resources to build their book of business as best-in-class fiduciaries. Our firm's exceptional growth and stability is evidence of the strength of our team and dedication to giving our advisors the infrastructure needed to succeed."
"At SEIA, we take a comprehensive view of wealth management," added Holmes. "Our advisors believe that they haven't truly served their clients until they've examined their full financial picture. This mindset allows us to connect with our clients on a level that other wealth management firms simply cannot match. SEIA's continued growth is a testament to our interpersonal approach, with both clients and colleagues, and we're excited for the future of the firm."
Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory Firm offering Investment Management and Financial Planning Services tailored to meet the unique needs of the affluent investors and corporations. SEIA's mission is to provide clients with a partnership that complements and exceeds their long-term goals and objectives. SEIA maintains offices in Los Angeles, Pasadena, Redondo Beach and Newport Beach, California and Tysons Corner, Virginia. For more information, please visit www.seia.com.
*AUM is based on total client assets managed by SEIA and its subsidiary Signature Investment Advisors, LLC.
Registered Representative/Securities Offered through Signator Investors, Inc., Member FINRA, SIPC, 2121 Ave of the Stars, Suite 1600, Los Angeles, CA 90067, (310) 712-2323. SEIA, LLC and its investment advisory services are offered independent of Signator Investors, Inc. and any subsidiaries or affiliates. SEIA - 5446914..
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SOURCE Signature Estate and Investment Advisors