SEI INVESTMENTS MANAGEMENT CORP
Oaks, Pennsylvania
SEI Investments Management Corp, headquartered in Oaks, PA, is a regional investment advisory firm that boasts a team of 406 dedicated professionals. Among them, 192 specialize in providing top-tier investment advisory services. With an impressive average of approximately $4,203,040,000 in assets under management per investment advisor, SEI Investments Management Corp stands out for its remarkable...
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Assets Under Mgmt

$180.86B

Investment Professionals

192

Locations

3

% 401K & Individual

15%

% Discretionary

96%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
Other Business Activities
Commodity pool operator or commodity trading advisor (whether registered or exempt from registration)
Disclosures
Do any of the events below involve you or any of your supervised persons?
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
Civil action by state or foreign financial regulatory authority dismissed by domestic or foreign court
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