Brian Holmes is a firm believer in the power of compound growth. "We've consistently been growing more than 15% a year," he told Financial Planning, "and that's our plan for the future." Holmes is president and CEO of Los Angeles-based Signature Estate and Investment Advisors (SEIA), a firm that has $2.6 billion in assets under management (as of 9/30/12) and $16 million in revenues. "In five years," Holmes predicted, "I expect that we'll manage more than $5 billion, with revenues over $30 million."
SEIA's growth already has earned recognition for the firm. Both Holmes and SEIA advisor Paul Taghibagi are on the Barron's 2012 list of Top 100 Wealth Advisors. According to the listing, Holmes (#19 on the list) has a typical account size of $5 million and client net worth of $15 million while Taghibagi (#76) has a typical account size of $1.65 million and client net worth of $8 million.
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