Seia
Seia (CRD# 108163) is a financial advisory firm headquartered in Los Angeles, CA. They manage $14,211,502,743 in 18,483 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management14,212MILLION
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Total Number of Accounts18,483ACCOUNTS
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Average Account Value$768,896
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Hampton Adams (CRD# 1860368) is an Investment Advisor Representative working at Seia in Newport Beach, CA and has over 16 years of experience in the finance industry.
Chad Bates (CRD# 4693677) is an Investment Advisor Representative working at Seia in Los Angeles, CA and has over 20 years of experience in the finance industry.
Hayley Bates (CRD# 5695777) is an Investment Advisor Representative working at Seia in Los Angeles, CA and has over 12 years of experience in the finance industry.
Cole Brownell (CRD# 6645548) is an Investment Advisor Representative working at Seia in Los Angeles, CA and has over 5 years of experience in the finance industry.
Gabriella Cajina Schafer (CRD# 6729864) is an Investment Advisor Representative working at Seia in Tysons, VA and has over 6 years of experience in the finance industry.
Howard Chen (CRD# 5689237) is an Investment Advisor Representative working at Seia in Los Angeles, CA and has over 10 years of experience in the finance industry.
Jessica Cherness (CRD# 6556445) is an Investment Advisor Representative working at Seia in Los Angeles, CA and has over 7 years of experience in the finance industry.
William Collopy (CRD# 5961784) is an Investment Advisor Representative working at Seia in Newport Beach, CA and has over 11 years of experience in the finance industry.
Mark Copeland (CRD# 1844301) is an Investment Advisor Representative working at Seia in Newport Beach, CA and has over 25 years of experience in the finance industry.
Patrick Currall (CRD# 4486686) is an Investment Advisor Representative working at Seia in Newport Beach, CA and has over 22 years of experience in the finance industry.