Sei Investments Management Corp
Sei Investments Management Corp (CRD# 105146) is a financial advisory firm headquartered in Oaks, PA. They manage $222,762,411,742 in 70,132 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management222,762MILLION
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Total Number of Accounts70,132ACCOUNTS
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Average Account Value$3,176,331
- 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
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
John Anderson (CRD# 1670032) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 33 years of experience in the finance industry.
Christopher Arizin (CRD# 2977625) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 24 years of experience in the finance industry.
Brian Barone (CRD# 3229891) is an Investment Advisor Representative working at Sei Investments Management Corp in Oviedo, FL and has over 23 years of experience in the finance industry.
William Berberich (CRD# 4367852) 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. William Berberich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Catherine Bock (CRD# 5850303) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 11 years of experience in the finance industry. Catherine Bock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brian Bono (CRD# 3239647) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 23 years of experience in the finance industry.
Jacob Bucha (CRD# 5973078) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 9 years of experience in the finance industry.
Mcbee Butcher (CRD# 2361716) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 18 years of experience in the finance industry. Mcbee Butcher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Frank Byrd (CRD# 2160864) 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.
Jennifer Campisi (CRD# 5299753) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 15 years of experience in the finance industry.