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
Jake Flannery (CRD# 7613466) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has 1 year of experience in the finance industry.
Danielle Franklin (CRD# 6939868) 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.
Jeremy Garnett (CRD# 6104638) 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.
William Harris (CRD# 7843955) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has 1 year of experience in the finance industry.
Ryan Iacone (CRD# 7826151) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has 1 year of experience in the finance industry.
Jason Kolenda (CRD# 7255276) 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.
Mariame Kouyate (CRD# 6574204) 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.
Melissa Kretschmer (CRD# 5165100) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 15 years of experience in the finance industry.
Henry Kulik (CRD# 5143201) 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.
Brendan Mallon (CRD# 7855223) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has 1 year of experience in the finance industry.