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

Signature Estate and Investment Advisors Financial Review - Senior Partners

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]


AdvisoryHQ (AHQ) Disclaimer:

Reasonable efforts have been made by AdvisoryHQ to present accurate information, however all info is presented without warranty. Review AdvisoryHQ’s Terms for details. Also review each firm’s site for the most updated data, rates and info.

Note: Firms and products, including the one(s) reviewed above, may be AdvisoryHQ's affiliates. Click to view AdvisoryHQ's advertiser disclosures.