SOURCE: Signature Estate & Investment Advisors, LLC

FiComm Partners

June 30, 2014 09:00 ET

Los Angeles Signature Estate and Investment Advisors SEIA Continues Rapid Growth Now at 4 Billion in Managed Assets

LOS ANGELES, CA--(Marketwired - June 30, 2014) -

  • Named to the inaugural 2014 Financial Times 300 Top Registered Investment Advisers List
  • Named to the Forbes Top 50 Wealth Managers in the U.S.
  • Included on Los Angeles Business Journal list of top money management firms
  • Firm credits strength of advisor-client partnership model for its success

Signature Estate and Investment Advisors, LLC (SEIA), a full service wealth management firm headquartered in Southern California, has surpassed $4 Billion AUM* and is growing at a rapid pace, with a completely organic approach that exemplifies the power of independent financial advice. The firm has created an advisor-client-community service ecosystem second to none, that fuels growth by optimizing the way clients receive financial advice. 

"Our clients are not just the cornerstone of our success, they are quite literally the measure of it," says Brian Holmes, CEO. "By tying our growth as a firm directly to the growth and development of their financial futures, our interests are aligned -- that is powerful."

SEIA's approach has recently won acknowledgment from some of the world's, nation's and region's top publications. The Financial Times today published its first ever list of top independent advisors, including SEIA. Forbes magazine ranks SEIA as a Top 50 Wealth Manager 2014. And the Los Angeles Business Journal has consistently put SEIA among its top ranked money management firms.

SEIA believes that its growth validates its approach, and is investing heavily in internal infrastructure for advisors, so that they can continue to work with clients in the most meaningful and powerful ways possible. The firm invests in advisor training, having created an associate advisor structure to groom the advisors of the future. Amongst the 18 independent advisors and 47 support staff, the commitment to ongoing education is best illustrated by the number of CFP® and CFA® designated professionals at the firm. The bi-coastal company is also heavily involved in the Southern California and Mid-Atlantic communities, sponsoring events and donating to charitable causes. 

Holmes concludes, "We believe that the concept of investing has many facets - we invest for clients, we invest in our community and we invest in our advisors. All are linked and all contribute equally to our success."

Among the services SEIA provides to clients:

  • Non-discretionary asset management
  • Comprehensive, client-customized financial planning
  • Relationship based, truly independent and unbiased financial advice
  • Access to the special Private Client Group
  • Hands on coordination of philanthropy, charitable giving and family foundations

Among the services SEIA provides to advisors to better serve their clients:

  • Option for discretionary in-house turnkey models and non-discretionary asset management
  • Expanded range of wealth management solutions, independently assessed and approved
  • A true entrepreneurial environment
  • Commitment to ongoing education/designations

How SEIA connects with the community:

  • Since inception in 2011, SEIA's Signature Fund for Giving has raised over $100,000 for both local and national non-profits
  •  Current Signature Fund for Giving partners include A Place Called Home, Toberman Neighborhood Center, and the Children's Hospital of Orange County
  • SEIA continues to strive to connect and grow with other non-profits across the country

*$4B AUM is total AUM of SEIA and its affiliates.

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 Irvine, California and Vienna, 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. 

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