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SEIA

is a California-based financial consulting firm that provides services such as tax planning and investment management for individuals and businesses... Read more
OverviewCompetitorsAcquisitionsFundingNews & Insights

SEIA

is a California-based financial consulting firm that provides services such as tax planning and investment management for individuals and businesses... Read more
SEIA President & CEO: Brian D. Holmes

President & CEO

Brian D. Holmes

CEO Approval Rating

84/100

1997

Private

Banking, Financial Services and Insurance
Asset & Investment Management
618962826199 NAICS listing

Est. Annual Revenue
$5.0-25M
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Est. Employees
100-250
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Acquisitions
1

News

Acquisition
May 01, 2024
InvestmentNews
SEIA acquired Cedar Brook Financial Partners, LLC for $2B

SEIA Competitors

1Beacon Pointe
2Allworth
3SageView
4FAI
5Aspiriant
6Radnor
7Intrua
8Wealth Enhancement
9Mercer Advisors
10Adam Financial Associates Inc
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