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
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.