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SEIA
Legal name: SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CRD 108163File 801-56288
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$22.54B
Top 10% of cohort (national)
Discretionary AUM
$3.57B
Non-discretionary $18.97B
Clients
9,833
9,833 accounts
Employees
241
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 23, 1999
- Principal office
- 2121 AVENUE OF THE STARS, SUITE 1600, LOS ANGELES, CA, 90067
- Phone
- 310-712-2323
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $22.54B
- Discretionary AUM
- $3.57B
- Non-discretionary AUM
- $18.97B
- Discretionary accounts
- 2,707
- Non-discretionary accounts
- 7,126
- Total accounts
- 9,833
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 196 | $586.5M |
| Charitable organizations | 22 | $100.0M |
| High net worth individuals | 4,920 | $16.92B |
| Pension and profit sharing plans | 95 | $173.8M |
| Individuals (other than high net worth individuals) | 4,600 | $4.76B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.