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SEIA
LOS ANGELES, CA
310-712-2323
SEC #801-56288Total AUM
$22.5B
Employees
241Clients
9,833Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2121 AVENUE OF THE STARS
SUITE 1600
LOS ANGELES
CA 90067
United States
SUITE 1600
LOS ANGELES
CA 90067
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
310-712-2323
Other Offices
25
Financials
Total AUM
$22.5B
Accounts
9,833Discretionary
$3.6B
Accounts
2,707Non-Discretionary
$19B
Accounts
7,126
Clients
Individual Clients
4,600AUM
$4.8B
HNW Individual Clients
4,920AUM
$16.9B
Pension/Profit Sharing Plan Clients
95AUM
$173.8M
Charitable Organization Clients
22AUM
$100M
Corporation or Business Clients
196AUM
$586.5M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.