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).
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Total Assets Under Management180,856MILLION
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Total Number of Accounts75,194ACCOUNTS
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Average Account Value$2,405,188
- 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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.