Signature Estate Acquires Cedar Brook Group


May 13, 2024

On April 30, 2024, Signature Estate & Investment Advisors, LLC announced it acquired Cedar Brook Group.

Signature Estate & Investment Advisors, LLC (“SEIA”) announced on April 30, 2024 that it acquired Cedar Brook Group (“Cedar Brook”). The transaction is expected to close this June. Further terms of the transaction were not disclosed.

SEIA, based in California, is a registered investment advisor offering financial planning, investment management, and estate and tax planning services. SEIA has approximately $20 billion in assets under management.

Cedar Brook, based in Cleveland, Ohio, is a registered investment advisor providing clients with financial planning, wealth management, retirement plans, employee benefits, insurance solutions, and risk assessment services. Cedar Brook manages approximately $2 billion in client assets.

To read the press release: please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.