Signature Estate and Investment Advisors Reaches $7 Billion in Assets; Promotes Kathleen Adams to Partner

LOS ANGELES, Oct. 20, 2017 /PRNewswire/ -- Signature Estate and Investment Advisors, LLC (SEIA), a full- service wealth management firm headquartered in Southern California, announced today that it has reached $7 billion in assets under management. This latest benchmark comes less than a year after crossing the $6 billion threshold.  

"We're proud of how SEIA continues to grow, both in terms of assets and human capital," said SEIA CEO Brian Holmes. "For 20 years, we've been committed to serving clients with their broad objectives fully in focus. We remain centered around customized asset management services, comprehensive financial planning, and conflict-free advice. We're excited that new clients continue to embrace our holistic planning strategy, and are honored that so many long-term clients have entrusted us with their financial futures."

This milestone coincides with the promotion of Kathleen Adams from Senior Associate at SEIA to Partner. Adams specializes in financial planning for business owners and for the dentistry community, and she can create financial plans with their specific needs in mind. Some of the services Kathleen offers include financial planning, investment consulting, and retirement plan consulting. Adams has been an advisor at SEIA for five years, and previously served as an advisor with Waddell & Reed for over a decade.

"Kathleen Adams is an excellent, highly experienced financial advisor, and this distinction is well deserved," said Holmes. "I've watched Kathleen help countless clients achieve prosperous, satisfying retirements. Her interpersonal, friendly approach with both colleagues and clients makes her a pleasure to work alongside. We've greatly enjoyed watching her grow in her half-decade at SEIA, and we're excited for what's in store."

Finally, SEIA capped off these exciting announcements with the news that Brian Holmes has been named to the Barron's list of America's top independent financial advisors for the 11^th year in a row. Barron's bases the ranking on total assets under advisement and revenue generated by the advisor's team, as well as the overall quality of the practice. Holmes ranked number 44 this year, up 4 spots from 2016.

About SEIA
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. 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.

MEDIA CONTACT:

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Will Friedman
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SOURCE Signature Estate & Investment Advisors, LLC

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http://www.seia.com