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| Signature Estate & Investment Advisors LLC
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|---|---|
| CRD # | 108163 |
| SEC # | 801-56288 |
| CIK # | 0001079935 |
| AUM | $22.5 B (2026-03-31) |
| Employees | 241 (53% Investors, 57% Brokers) |
| Phone | 310-712-2323 |
| Address | 2121 Avenue of The Stars Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001079935 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| World Currency Gold Trust | 0.2 | ||
| Alphabet Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amphenol Corp /DE/ | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Citigroup Inc | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| Arista Networks Inc | 0.1 | ||
| Old Dominion Freight Line Inc/VA | 0.1 | ||
| Vistra Energy Corp | 0.1 | ||
| Robinhood Markets Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,600 | 4.8 |
| (b) Individuals (high net worth individuals) | 4,920 | 16.9 |
| (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 | 95 | 0.2 |
| (h) Charitable organizations | 22 | 0.1 |
| (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 | 196 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 9,833 | 22.5 |
| By Discretionary | ||
| Discretionary | 2,707 | 3.6 |
| Non-Discretionary | 7,126 | 19.0 |
| Total | 9,833 | 22.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 22.5 | |
| Total | 9,833 | 22.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001079935] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Signature Estate & Investment Advisors LLC
✚
|
CA | 22.5 |
|
Signature Investment Advisors LLC
✚
|
CA | 6.8 |
|
Signature Intelligent Portfolios LLC
✚
|
CA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LPL Enterprise LLC
✚
|
SC | 24.9 |
|
United Capital Financial Advisors LLC
✚
|
TX | 24.6 |
|
Matson Money Inc
✚
|
OH | 24.3 |
|
LeafHouse Financial Advisors LLC
✚
|
TX | 24.1 |
|
Merit Financial Group LLC
✚
|
GA | 23.9 |
|
Capital Advisors Group Inc
✚
|
MA | 23.0 |
|
Baring International Investment Ltd
✚
|
22.6 | |
|
Highland Consulting Associates Inc
✚
|
OH | 21.9 |
|
Goldman Sachs Asset Management Hong Kong Limited
✚
|
21.2 | |
|
Bahl & Gaynor Inc
✚
|
OH | 21.0 |