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SEIA
2121 Avenue Of The Stars
Suite 1600
Los Angeles, California 90067
Tel: 310-712-2323
About SEIA
SEIA, formally registered with the SEC as SEIA. The firm was established in 02/23/1999. They have over 23 offices throughout the country.
SEIA is a Los Angeles, California based Financial Planning firm with nearly $14,211,502,743 assets under management, offering retirement planning & investment advisory services to 18483 clients. The firm is staffed with 138 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108163 |
| SEC# | 801-56288 |
| Assets Managed by Firm | $14,211,502,743 |
| No. of Clients | 18483 |
| No. of Advisors | 138 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 18483 | $14,211,502,743 |
| Individuals (other than high net worth individuals) | 2321 | $2,090,688,966 |
| High net worth individuals | 4078 | $11,552,377,159 |
| Pension and profit sharing plans | 96 | $139,158,407 |
| Charitable organizations | 20 | $31,182,428 |
| Corporations or other businesses | 131 | $398,095,783 |
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|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $333,066,527,268 | 804462 | 2107 | |
| $194,796,322,013 | 93301 | 411 |
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