Just ten years ago, SEIA was overseeing less than $4 billion in assets for about 3,000 clients. A decade later, we have surpassed the $20 billion mark in assets under advisement and now serve more than 12,000 clients. It’s an incredible rate of growth—something we’re tremendously proud of as a sign of the trust so many individuals, families, and businesses have placed in SEIA.
Historical Growth of SEIA Assets Under Advisement (in billions) / * As of December 7, 2023 The reported Assets Under Advisement (AUA) represents the combined total of SEIA and its affiliated entities as of 12/31/2023. 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.
AUA growth is by no means our primary goal. Rather, it serves the ability to unlock new and exciting opportunities that will further enhance our wealth management platform, capabilities, and services. This phenomenal growth has enabled our firm to not only attract some of the industry’s best and brightest financial professionals, but also to expand our national reach opening several new offices.
The direct byproduct of this growth is our unwavering commitment to the fiduciary promise for our clients. This fuel has empowered us to build an enduring and sustainable firm that will be here ready to serve future generations.
After working directly and indirectly with SEIA over the past 16 years, I couldn’t have been more excited to officially join the firm last January. Brian Holmes and the rest of the SEIA leadership team represent everything an Advisor would want to become a part of. I look forward to the opportunities that continued growth enables in serving your future.
On behalf of all SEIA Partners, Advisors, and Employees, we thank you for entrusting us with your financial future. We look forward to continuing our valued relationship with you and your family in the years and decades to come.
Disclosures
The information contained herein is for informational purposes only and should not be considered investment advice or a recommendation to buy, hold, or sell any types of securities. Past performance does not guarantee future results. For details on the professional designations displayed herein, including descriptions, minimum requirements, and ongoing education requirements, please visit seia.com/disclosures. Signature Estate & Investment Advisors, LLC (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, Inc. member FINRA/SIPC. Investment advisory services offered through SEIA, 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067, (310) 712-2323.
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