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Submitted URL: http://seia.com/
Effective URL: https://www.seia.com/
Submission: On March 08 via api from US — Scanned from DE
Effective URL: https://www.seia.com/
Submission: On March 08 via api from US — Scanned from DE
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WHO WE ARE * Team * Giving Back * Media * Careers OUR SERVICES * All Services * Investment Management * Financial Planning * Investment Solutions * Risk Management * Tax Planning * Trust & Estate Planning * Business Advisory * Wealth Counseling * Private Client PARTNER WITH US * For Advisors * Signature Estate Securities * Signature Investment Advisors FIND AN ADVISOR * All Locations * Austin, TX * Beaverton, OR * Century City, CA * Chicago, IL * Denver, CO * Houston, TX * Nashville, TN * New York, NY * Newport Beach, CA * Pasadena, CA * Redondo Beach, CA * Salt Lake City, UT * San Mateo, CA * Tampa, FL * Tysons, VA Contact Us Login * Follow Us * * Form CRS Login TRANSFORMING LIVES THROUGH COMPREHENSIVE WEALTH MANAGEMENT FOR OVER A QUARTER CENTURY. See How We believe successful wealth management is the result of an ongoing collaboration between investor and advisor, built upon trust and maintained according to the highest standards of integrity and expertise. Brian Holmes, Founder and CEO A Registered Investment Advisory Firm. Read our full company disclosure. AS FEATURED IN The above images are linked to third-party websites. SEIA makes no representation as to the completeness or accuracy of information provided at these websites. The Barron’s Top 100 RIA Firms 2023 was awarded in September 2023 and based on an evaluation process conducted by Barron’s, an American weekly magazine/newspaper published by Dow Jones & Company from June 2022-June 2023. RIA firms apply for this award. SEIA also paid post award fees for licensing rights and to obtain article reprints. This ranking is given by Barron’s (a Dow Jones company) and is based on assets, revenue, and quality of practice. Qualitative factors such as the advisor’s experience, advanced degrees and industry designations, size, shape and diversity of the team, charitable and philanthropic work, and compliance records are also considered. SEIA was ranked #25 out of 100. The Los Angeles Business Journal Best Places to Work 2022 award is based on a detailed survey conducted by Workforce Research Group. Top local employers participated in the survey. The survey ranked small, medium, and large companies on subjects such as leadership, corporate culture, communications and much more. The 2021 RIA Channel Top 100 Wealth Managers ranking by RIA Database (RIADatabase.com) was awarded in November 2021 and produced using quantitative and qualitative measures. SEIA did not pay a fee to RIA Channel in exchange for the ranking. Firms were ranked based on total assets under management as reported on their form ADV part I as of 9/30/21. RIA firms were included in the ranking based on several criteria that qualified them as wealth management firms. Included RIA firms predominantly serve individual clients including family offices, high net worth or non-high net worth individuals. Pure asset managers, hedge funds, institutional firms and broker/dealers were excluded from this ranking. Firms with regulatory or criminal ADV disclosures were also excluded. SEIA was ranked #31 out of 100. The Financial Times (FT) 300 Top Registered Investment Advisers was awarded in July 2020 and determined based on an evaluation process conducted by Ignites Research, a division of Money-Media, Inc., on behalf of the FT, a daily newspaper with a focus on business and economic news. Neither SEIA nor its Financial Advisors paid a fee to Ignites Research or FT in exchange for the ranking. This ranking is an independent listing produced based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials, and online accessibility. Over 750 qualified firms applied for the award, 300 of which were selected (40%). This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. SEIA CELEBRATES 25 YEARS OF SERVING OUR CLIENTS AND COMMUNITIES. Contact Us SEIA COMBINES ITS FOUNDATIONS IN INVESTMENT MANAGEMENT AND FINANCIAL PLANNING WITH HOLISTIC ADVISORY SERVICES TO CREATE A TRULY CUSTOMIZED CLIENT EXPERIENCE. Investment Management Comprehensive Financial Planning Investment Solutions Business Advisory Services Tax, Trust & Estate Planning Wealth Counseling See More Ways We can Help SEIA is not engaged in rendering legal, accounting, or tax services. We recommend that all investors seek out the services of competent professionals in any of the aforementioned areas. RECENT NEWS & INSIGHTS Newsletter | March 2024 PRIVATE CLIENT NEWSLETTER Q4 Newsletter | February 2024 THE SEIA REPORT Q4 2023 Press | February 2024 SEIA WELCOMES APRIL ROSENBERRY, JD, LLM AS DIRECTOR OF ESTATE, TAX, AND FINAN … View More Media COAST-TO-COAST SERVICE, HEADQUARTERED IN CENTURY CITY 2121 Avenue of the Stars Suite 1600 Los Angeles, CA 90067 (310) 712-2323 See All Locations INTERESTED IN LEARNING MORE? Speak to an Advisor * All Locations * Austin, TX * Beaverton, OR * Century City, CA * Chicago, IL * Denver, CO * Houston, TX * Nashville, TN * New York, NY * Newport Beach, CA * Pasadena, CA * Redondo Beach, CA * Salt Lake City, UT * San Mateo, CA * Tampa, FL * Tysons, VA * Services * Investment Management * Financial Planning * Investment Solutions * Risk Management * Tax Planning * Trust & Estate Planning * Business Advisory * Wealth Counseling * Private Client * Team * For Advisors * Giving Back * Media * Contact * Careers * SEIA DISCLOSURE Signature Estate & Investment Advisors, LLC (SEIA) is an SEC-registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Securities offered through Signature Estate Securities, LLC member FINRA/SIPC. Investment advisory services offered through SEIA, 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067, (310) 712-2323. SEIA does not accept time sensitive, action-oriented messages or transaction orders, including orders to purchase or sell securities, via electronic mail. For detailed information about our services and fees, please read our Form ADV Part 2A (“Firm Brochure”), a copy of which can be obtained by calling us at (800) 723-5115 or by visiting https://adviserinfo.sec.gov or our website at https://www.seia.com. Please refer to the “Disclosure Information” and the “ADV Part 2a/Brochure” links below for additional important disclosures. A Registered Investment Advisory Firm Investment advisor communication is strictly intended for individuals residing in the jurisdictions of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY. No offers may be made or accepted from any resident outside the specific jurisdictions referenced. Securities communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY. * CA Privacy Rights * ADV Part 2a/Brochure * Form CRS * BCP Summary * Disclosure Information * Client Login © 2024 Signature Estate & Investment Advisors LLC® TOP CLOSE CLOSE CLOSE CLOSE CLOSE CLOSE CLOSE CLOSE CLOSE CLOSE CLOSE CLOSE CLOSE CLOSE CLOSE CLOSE CLOSE CLOSE CLOSE CLOSE CLOSE CLOSE CLOSE CLOSE CLOSE CLOSE CLOSE CLOSE CLOSE Your Name (required) Your Email (required) Your Phone CLOSE