We continue to add the best advisor partners in the country, and then we provide them with the best possible environment from which to serve their clients - Brian Holmes, CEO
Los Angeles, CA (PRWEB) May 01, 2013
Signature Estate and Investment Advisors, LLC (SEIA), a full service wealth management firm headquartered in Southern California, has reached the $3 Billion AUM milestone not long after reaching $2.5 Billion in late 2012.
The firm credits its clients for this rapid growth, as their enthusiasm for the SEIA model and subsequent referral of others to the firm has been the cornerstone of this success.
“We continue to add the best advisor partners in the country, and then we provide them with the best possible environment from which to serve their clients” says Brian Holmes, CEO. “And when you do that, you attract not only the best advisors but the best clients because word spreads that this is the way complete financial care was always meant to be.”
SEIA does not recruit, but rather relies on strength of brand and reputation to attract the best advisors to the firm. Once onboard, advisors tend to realize that this is a fine-tuned system, which optimizes their working environment while giving them autonomy, support and the best resources with which to serve clients.
Among the services SEIA provides to clients:
- Non-discretionary asset management
- Comprehensive financial planning
- Relationship based financial advice
- Tailored solutions built upon individual needs and goals
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
- Access to the special Private Client Group
- Commitment to ongoing education/designations
SEIA has an infrastructure for advisors built to help them help clients, which includes among other things an advisor farm system to train and groom junior FAs, as well as integration with the Schwab Advisor Network. The company is heavily involved in the So Cal and Mid-Atlantic communities, sponsoring events and donating to charitable causes.
Holmes concludes, “To borrow from Field of Dreams: ‘If you build it, they will come’. That was our intention over a decade ago when we began to build our company, and it is exciting to see our dreams, and those of our clients, come to fruition.”
*3BB is total AUM of SEIA and its affiliates.
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 http://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. SEIA - 03122012-00745.