Sei Investments Management Corp

Sei Investments Management Corp (CRD# 105146) is a financial advisory firm headquartered in Oaks, PA. They manage $180,855,686,165 in 75,194 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    180,856
    MILLION
  • Total Number of Accounts
    75,194
    ACCOUNTS
  • Average Account Value
    $2,405,188
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Sei Investments Management Corp
Showing 21 - 30 of 93 top financial advisors.
21
Michael J. Harris
CRD#: 6113264
One Freedom Valley Drive, Oaks, PA 19456

Michael Harris (CRD# 6113264) 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.

22
Timothy S. Heagy
CRD#: 6898879
One Freedom Valley Drive, Oaks, PA 19456

Timothy Heagy (CRD# 6898879) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 5 years of experience in the finance industry.

23
Erich A. Holland
CRD#: 5955462
One Freedom Valley Drive, Oaks, PA 19456

Erich Holland (CRD# 5955462) 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.

24
Kristin A. Josephs
CRD#: 5848619
One Freedom Valley Drive, Oaks, PA 19456

Kristin Josephs (CRD# 5848619) 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.

25
Robert J. Kelly
CRD#: 6584050
San Francisco, CA

Robert Kelly (CRD# 6584050) is an Investment Advisor Representative working at Sei Investments Management Corp in San Francisco, CA and has over 8 years of experience in the finance industry.

26
Geoffrey M. Knox
CRD#: 4301055
One Freedom Valley Drive, Oaks, PA 19456

Geoffrey Knox (CRD# 4301055) 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.

27
Jeffrey P. Ladouceur
CRD#: 5607798
One Freedom Valley Drive, Oaks, PA 19456

Jeffrey Ladouceur (CRD# 5607798) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 14 years of experience in the finance industry.

28
John J. Loughlin
CRD#: 5947839
One Freedom Valley Drive, Oaks, PA 19456

John Loughlin (CRD# 5947839) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 10 years of experience in the finance industry.

29
Michael J. Matkovic
CRD#: 2882002
One Freedom Valley Drive, Oaks, PA 19456

Michael Matkovic (CRD# 2882002) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 26 years of experience in the finance industry.

30
Charles J. Matthews
CRD#: 6495085
One Freedom Valley Drive, Oaks, PA 19456

Charles Matthews (CRD# 6495085) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 8 years of experience in the finance industry.

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