Signature Estate & Investment Advisors

Company Profile

Website

Incorporated

Location

Fiscal year end

Former names

Signature Estate & Investment Advisors LLC

SEC CIK

IRS number

954603559

SEC advisor number

801-56288

FINRA CRD number

108163

AUM ?

$11.67 bn (as of 16 Jun 23)

Accounts

17,180 (as of 16 Jun 23)

Employees

98 (62 investment advisory or research)

Address

Signature Estate & Investment Advisors
2121 AVENUE OF THE STARS
SUITE 1600
LOS ANGELES
CA 90067

Office hours

Monday - Friday, 8:30 A.M. - 5:00 P.M.

Phone

8007235115

Brochures

Owner	Title	From	%Ownership
Holmes, Brian, David	President/ceo/secretary	08/1996	50-75%
Liska, Gary, Kendall	Senior Partner/cfo	02/1997	10-25%
Mccoy, Deron, Talmadge	Chief Investment Officer	01/2014	< 5%
Rosen, Eric, Zachary	Chief Compliance Officer	12/2017	< 5%
Fusaro, Joseph, Lawrence	Director of Operations	10/2004	< 5%
Maryanopolis, Christopher	Chief Operating Officer	01/2021	< 5%
Signature Financial Services Group	Shareholder	10/2022	> 75%
Seia Holdings, LLC	Shareholder	09/2022	50-75%
Reverence Capital Partners Opportunities Fund V (Pe Fund Iii), L.P.	Limited Partner	10/2022	25-50%
Reverence Capital Partners Opportunities Fund V (Pe Fund Iii) GP, L.P.	General Partner	06/2021
Reverence Capital Partners Opportunities Fund V (Pe Fund Iii) GP, LLC	General Partner	06/2021
Berlinski, Milton, Ralph	Managing Member	06/2021