Signature Estate & Investment Advisors (SEIA)
TL;DR
SEIA has provided investment advisory services since 1997 and serves individuals, trusts, estates and plans with investment management, planning and consulting.
$22.5 billion
Regulatory AUM
As of ADV filing 2026-09-14
9,833
Accounts / Clients
9,520 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
241
Team Size
employees, 128 advisory
27 yrs
Years Registered
First registered 1999
About Signature Estate & Investment Advisors (SEIA)
SEIA has provided investment advisory services since 1997 and serves individuals, trusts, estates and plans with investment management, planning and consulting.
Office: 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067.
Best for: households from $250K wanting planning with an advisor tied to a broker-dealer
Fee model and designations stated on the guide
Fees plus commissionsPlanning designations named
Form ADV data
CRD108163
RegistrationSEC-registered
First registration1999
Regulatory AUM$22.5 billion
ADV filing date2026-09-14
Accounts9,833
Clients9,520 individual and high-net-worth clients
Employees241
Advisory employees128
Fee modelAdvisory fees; ADV 2A discloses commissions through affiliated broker-dealer and insurance
Minimum$250,000 recommended household minimum for equity portfolios (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, ChFC, CLU, CPWA and RICP named on site
Source: SEC Investment Adviser Public Disclosure, CRD 108163, as of ADV filing 2026-09-14, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Los Angeles, CA (2026): rank 3 of 10
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