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
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
Jennifer Sheffer (CRD# 7854487) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has 1 year of experience in the finance industry.
Samuel Stroud (CRD# 7319251) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 3 years of experience in the finance industry.
Parker Wine (CRD# 7654290) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has 1 year of experience in the finance industry.
Kelley Wolfington (CRD# 5468696) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 4 years of experience in the finance industry.