|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Signature Estate & Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 108163 |
| SEC # | 801-56288 |
| CIK # | 0001079935 |
| AUM | $18.7 B (2025-06-23) |
| Employees | 171 (58% Investors, 70% Brokers) |
| Phone | 310-712-2323 |
| Address | 2121 Avenue of The Stars Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Uber Technologies Inc | 0.1 | ||
| Mastercard Inc | 0.1 | ||
| Salesforce Com Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Adobe Systems Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,011 | 3.9 |
| (b) Individuals (high net worth individuals) | 4,481 | 14.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 93 | 0.2 |
| (h) Charitable organizations | 17 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 170 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 23,777 | 18.7 |
| By Discretionary | ||
| Discretionary | 2,438 | 1.3 |
| Non-Discretionary | 21,339 | 17.4 |
| Total | 23,777 | 18.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 18.7 | |
| Total | 23,777 | 18.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001079935] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Signature Estate & Investment Advisors LLC
✚
|
CA | 18.7 |
|
Signature Investment Advisors LLC
✚
|
CA | 5.7 |
|
Signature Intelligent Portfolios LLC
✚
|
CA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Matson Money Inc
✚
|
OH | 20.6 |
|
Highland Consulting Associates Inc
✚
|
OH | 20.2 |
|
Bahl & Gaynor Inc
✚
|
OH | 20.1 |
|
Oppenheimer Asset Management Inc
✚
|
NY | 20.0 |
|
US Bancorp Investments Inc
✚
|
MN | 19.3 |
|
LPL Enterprise LLC
✚
|
SC | 18.9 |
|
Wilmington Trust Investment Advisors Inc
✚
|
DE | 17.4 |
|
United Capital Financial Advisors LLC
✚
|
TX | 17.2 |
|
Baring International Investment Ltd
✚
|
17.1 | |
|
Financial Counselors Inc
✚
|
KS | 17.0 |