Sei Investments Management Corp
Sei Investments Management Corp (CRD# 105146) is a financial advisory firm headquartered in Oaks, PA. They manage $194,796,322,013 in 93,301 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management194,796MILLION
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Total Number of Accounts93,301ACCOUNTS
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Average Account Value$2,087,827
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Andrew Chipego (CRD# 6026121) is an Investment Advisor Representative working at Sei Investments Management Corp in Boston, MA and has over 11 years of experience in the finance industry.
Nicholas Combs (CRD# 6680069) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 6 years of experience in the finance industry.
Eric Dunn (CRD# 6384541) is an Investment Advisor Representative working at Sei Investments Management Corp in Atlanta, GA and has over 7 years of experience in the finance industry.
Michael Farrell (CRD# 1073150) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 30 years of experience in the finance industry.
Holt Fogarty (CRD# 4711547) is an Investment Advisor Representative working at Sei Investments Management Corp in Littleton, CO and has over 20 years of experience in the finance industry.
Kathleen Fox (CRD# 5385838) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 16 years of experience in the finance industry.
Thomas Frederick (CRD# 4567070) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 21 years of experience in the finance industry.
Michael Games (CRD# 2773040) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 27 years of experience in the finance industry.
Timothy Gregory (CRD# 5828360) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 12 years of experience in the finance industry.
Zachary Hamm-Phipps (CRD# 5414497) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 12 years of experience in the finance industry.