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SEIA
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CRD 108163 · SEC 801-56288
2121 AVENUE OF THE STARS, SUITE 1600, LOS ANGELES, CA, 90067, United States
Phone
310-712-2323
Fax
310-712-2345
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$22.54B
Discretionary AUM
$3.57B
Team
241 total employees; 128 advisory reps; 114 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4600 | $4.76B |
| High net worth individuals | 4920 | $16.92B |
| Pension/profit sharing plans | 95 | $173.8M |
| Charitable organizations | 22 | $100.0M |
| Corporations/business entities | 196 | $586.5M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD