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
Matthew McCloskey (CRD# 2753170) 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.
Karen McLaughlin (CRD# 4279556) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 17 years of experience in the finance industry.
Joseph Mukurazita (CRD# 4630661) 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 Mullen (CRD# 6130809) 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.
Florence Mwaura (CRD# 6252496) 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.
Harley Nager (CRD# 5015923) 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.
John Norton (CRD# 5235320) is an Investment Advisor Representative working at Sei Investments Management Corp in Rockford, MI and has over 17 years of experience in the finance industry.
Duane Oakes (CRD# 4289046) 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.
Karim Ouazzi (CRD# 4448409) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 22 years of experience in the finance industry.
Benjamin Packer (CRD# 6215576) is an Investment Advisor Representative working at Sei Investments Management Corp in Wayland, MA and has over 10 years of experience in the finance industry.