Signature Investment Advisors, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 160715
- Registered since
- May 2, 2012
- Website
- www.signatureia.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals58.03%
- HNWI39.81%
- Corporations / Businesses1.38%
- Pension & Profit Sharing Plans0.56%
- Charitable Organizations0.22%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Signature Investment Advisors, LLC is an independent registered investment adviser that positions itself as a capital allocator for both high-net-worth individuals and institutions. The firm, registered with the SEC since 2012, manages portfolios on a discretionary basis for the majority of its clients and also provides non-discretionary advisory services, selection of other advisers and educational workshops. Signature reports an active ESG posture, integrating environmental, social and governance considerations into at least some client portfolios. The firm charges fees based on a percentage of assets under management and maintains affiliations across the financial services ecosystem, including relationships with a broker-dealer and an insurance company. Signature acts as a multi-product manager: it implements core public market exposure primarily through pooled vehicles, constructs separate account solutions where appropriate, and hires third-party managers to access specialist strategies. The firm is also listed among Barron’s Top 100 RIA Firms for 2022, reflecting its scale and market recognition.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities22%
- Investment Grade Corp Bonds9%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
3 of 4BRIAN HOLMES
President, CEOCRD 1263061
ERIC ROSEN
Chief Operating OfficerCRD 6181478
ALEX KIM
Chief Compliance OfficerCRD 7119162
Contacts
3 of 11Briana Bowker
Associate Relationship ManagerCRD 6861925
Andrew Lin
Director Of Relationship ManagementCRD 4830234
Jae Yu
National Sales ManagerCRD 2808305
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 2121 Avenue of the Stars
- Time zone
- PT (UTC-8)
- Office locations
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