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SEIA

SEIA
SEIA is a RIA based in West LA, CA with $2B in AUM and with 35 advisors nationwide.

Advisors (35)

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Name Start Date
Andrew Lin Mar 2011
Brian David Holmes May 1997
Brian Stephen Schiazzano Jun 2006
Chad Eldridge Bates Jul 2007
David Hugh Swift Nov 2012
View All
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$2.1B
Total Assets
6K
Accounts
$362.4K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Brian David Holmes President/Ceo/Secretary 08/01/1996
Mark Edward Copeland Senior Partner 09/01/1997
Paul Taghibagi Senior Partner 02/01/1997
Gary Kendall Liska Senior Partner/Cfo 02/01/1997
Theodore Elias Saade Senior Partner 01/01/2008

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
2121 Avenue of the Stars
Los Angeles , CA 90067
Phone Number: 310-712-2323
Other Offices Address City State Zip
2010 Main Street Irvine CA 92614
8607 Westwood Center Drive Vienna VA 22182
3452 E. Foothill Blvd. Pasadena CA 91107
1815 Vía El Prado Redondo Beach CA 90277

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees