Advisor Details
Firm: Signature Estate & Investment Advisors, LLC
Website: Link
Phone Number: (800) 723-5115
Summary
Assets Under Management: $5000M
Years of Experience: 39
Years in Current Firm: 26
Certifications/Designations: Master of Science degree in Financial Planning CERTIFIED FINANCIAL PLANNER Accredited Investment Fiduciary® Chartered Mutual Fund Counselor Accredited Asset Management Specialist
*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.
Charitable Remainder Trust (CRT)
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