Signature Estate & Investment Advisors LLC
Legal Name: SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Full Contact Details
Signature Estate & Investment Advisors LLC
2121 AVENUE OF THE STARS, SUITE 1600, LOS ANGELES, CA
310-712-2323
310-712-2345
Other Info
Signature Estate & Investment Advisors LLC, a DE Limited Liability Company, is a trusted financial partner serving 60 clients. With 85 employees, of which 30 are in advisory roles, the firm's expertise has earned it SEC approval and a longstanding reputation for excellence, dating back to its registration with the commission on Feb 23, 1999.
SEIA | Signature Estate & Investment Advisors
SEIA combines its foundations in investment management and financial planning with advanced advisory services to create a truly customized client experience.
Lifecare Affordability Plan
A Lifecare Affordability Plan equips you with a roadmap to afford longterm care including health, financial, and legal considerations.
Direct Owners
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BRIAN DAVID HOLMES
PRESIDENT/CEO/SECRETARY owns more than 50% but less than 75%
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DERON TALMADGE MCCOY
CHIEF INVESTMENT OFFICER owns less than 5%
-
ERIC ZACHARY ROSEN
CHIEF COMPLIANCE OFFICER owns less than 5%
-
GARY KENDALL LISKA
SENIOR PARTNER/CFO owns more than 10% but less than 25%
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JENNIFER KIM
SENIOR PARTNER owns less than 5%
-
JOSEPH LAWRENCE FUSARO
DIRECTOR OF OPERATIONS owns less than 5%
-
MARK EDWARD COPELAND
SENIOR PARTNER owns more than 10% but less than 25%
-
PAYAM TAGHIBAGI
SENIOR PARTNER owns more than 10% but less than 25%
-
THEODORE ELIAS SAADE
SENIOR PARTNER owns less than 5%
-
VINCENT ANTHONY DILEVA
SENIOR PARTNER owns less than 5%
Firms Located Nearby
- REMY Investors & Consultants Incorporated
- Cullen Patterson Capital Management LLC
- City National Securities Inc
- RNC Capital Management LLC
- MESA West Capital LLC
- ICE Canyon LLC
- Payden/Kravitz Investment Advisers LLC
- Ascendant Capital Management LLC
- Guild Investment Management Inc
- Brentwood Private Equity LLC
Top Holdings
- INVESCO EXCHANGE TRADED FD T $114,055k
- GOLDMAN SACHS ETF TR $102,018k
- ISHARES TR $45,790k
- SELECT SECTOR SPDR TR SBI HEALTHCARE $44,913k
- ISHARES TR $42,138k
- SELECT SECTOR SPDR $40,079k
- INVESCO EXCH TRD SLF IDX FD $35,649k
- S&P WRLD EX US $29,444k
- MASTERCARD INC $26,929k
- Thermo Fisher Scientific Inc $26,503k