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Sei Investments Management Corp
Oaks, Pennsylvania
1.0
34 Reviews
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 efficiency, surpassing the industry average.
Their compensation structure is diverse, including a percentage of assets under management, ensuring that their advisors are motivated to deliver exceptional results for their clients. Speaki...see more
Assets Under Mgmt
$180.86B
Investment Professionals
192
Locations
3
% 401K & Individual
% Discretionary
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
Reviews for Sei Investments Management Corp
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