Advisor Details
*Licensed attorney, not currently practicing. SEIA is not engaged in rendering legal, accounting, or tax services.
The reported Assets Under Management (AUM) represents the combined total of Signature Estate & Investment Advisors, LLC (SEIA) and its affiliated entities as of 3/31/2025. AUM includes portfolios continuously supervised or managed by SEIA and its affiliates. The AUM encompasses assets like stocks, bonds, ETFs, mutual funds, and cash, among others. For more details on the professional designations listed, including description, minimum requirements, and ongoing education requirements, please contact (310) 712-2323 or visit seia.com/disclosures. SEIA is an SEC-registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Securities offered through Signature Estate Securities, LLC, member FINRA/SIPC. Investment advisory services offered through SEIA, 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067, (310) 712-2323.
Partner Insights
Opportunities in Alternative Investments: Diversifying Beyond Traditional Assets
Alternative investments offer diversification and higher returns, but come with the risks of illiquidity, complexity, and less regulation, making them best suited for those prepared to navigate these challenges.
Sell 50 Percent of Your Concentrated Position to Achieve a Predictable Outcome
Liquidating a portion of a large, concentrated position and using the proceeds to diversify a portfolio is not a difficult concept to understand. Still, for many investors, it is a very difficult strategy to accept, let alone execute. As a starting point, we often advise our clients who have emotional or behavioral attachments to a […]