CLOs on the Move

Signature Estate & Investment Advisors, LLC

www.seia.com

 
Signature Estate & Investment Advisors, LLC (SEIA) is a registered investment advisory firm based in Los Angeles, founded in 1997. The firm specializes in comprehensive wealth management and financial planning, operating 23 offices across the United States. SEIA emphasizes a client-centric approach, fostering collaborative advisory partnerships to meet individual client needs. The firm offers a range of services, including customized investment management, holistic financial planning, and specialized advisory services such as pension consulting and 401(k) management. SEIA also provides access to various products, including mutual funds, 529 college savings plans, and tailored insurance solutions like life insurance and annuities. Its client ...
  • Number of Employees: 100-250
  • Annual Revenue: $1-10 Million
  • www.seia.com
  • 2121 Avenue of the Stars
    Los Angeles, CA USA
  • Phone: 310.712.2323

Executives

Name Title Contact Details

Similar Companies

Jersey Shore Federal Credit Union

Jersey Shore Federal Credit Union is a Northfield, NJ-based company in the Financial Services sector.

Slavie Federal Savings Bank

Slavie Federal Savings Bank is a Bel Air, MD-based company in the Financial Services sector.

Marshfield Savings Bank

Marshfield Savings Bank is a Marshfield, WI-based company in the Financial Services sector.

Bravera

Bravera is a community bank based in Dickinson, North Dakota, with a history that dates back to the early 1900s. It has expanded through strategic acquisitions and now serves communities across North Dakota, Montana, and Minnesota, operating 28 to 31 branches and employing over 500 people. With assets of approximately $3.1 billion, Bravera offers a comprehensive range of financial services under Bravera Holdings Corp., which includes banking, wealth management, and insurance. The bank caters to a diverse customer base, including farmers, ranchers, small to medium-sized businesses, and retail customers. Bravera focuses on community involvement and aims to enhance the financial health of the regions it serves. Its banking operations are supported by advanced technology through a partnership with Jack Henry, which improves customer experience, particularly in digital banking. Bravera is dedicated to providing integrated financial solutions that meet the needs of its customers while fostering stability and growth in the communities it serves.