History / Overview of Signature Estate & Investment Advisors:
Signature Estate & Investment Advisors, LLC (SEIA) is a Registered Investment Advisory firm offering wealth management services customized to the needs of high net worth individuals, institutions and corporations, and has been providing such services since 1997.
The company was founded by four founding partners, Brian D. Holmes, MS, CFP®, CMFC, AIF®, Gary K. Liska, MS, CFP®, CMFC, AIF®, Paul Taghibagi, CFP®, ChFC, AIF®, and Mark E. Copeland, CFP®, AIF®, who have been associated with each other for over 4 decades.
SEIA offers its clients a range of services, including Investment Management, Financial Planning, Investment Consulting and Retirement Plan consulting, which is delivered as both fiduciary and non-fiduciary offerings.
The firm uses the custodial services at Charles Schwab & Co., Inc. and Fidelity Investments to help its clients achieve their investment objectives.
As of December 2014, the firm and its affiliates have $4.5 billion of client assets under its management, and has made the list of the Financial Times Top Financial Advisors 2014.
Signature Estate & Investment Advisors Team Members:
- Brian D. Holmes, President, CEO
- Gary K. Liska, Senior Partner, CFO
- Mark Copeland, Senior Partner
- Fritz Miller, Partner
- John P. Keenan,Partner
- Michael Evans, Partner
- …and many more
Image Source: SEIA
Signature Estate & Investment Advisors Services
- Investment Management
- Financial Planning
- Investment Consulting
- Retirement Plan Consulting
Signature Estate & Investment Advisors Contact Information:
- Century City: 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067
- Phone: 310-712-2323
- Email: [email protected]
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