| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian David Holmes Control | Ceo | Under 5% | 1996 |
| Eric Zachary Rosen Control | Chief Compliance Officer | Under 5% | 2017 |
| Howard H. Chen Control | Chief Operating Officer | Under 5% | 2025 |
Signature Estate & Investment Advisors LLC reports $18.7 billion in regulatory assets under management on its Form ADV.
Signature Estate & Investment Advisors LLC reports 171 employees.
Signature Estate & Investment Advisors LLC is based in Los Angeles, CA and has been SEC-registered since 1999.
Signature Estate & Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067 |
| Phone | 310-712-2323 |
| Fax | 310-712-2345 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1079935 |
| Discloses disciplinary history | No |
| Discretionary | $1.35B |
| Non-discretionary | $17.38B |
| Total (RAUM) | $18.73B |