One Freedom Valley Drive
Oaks, Pennsylvania 19456
Tel: 610-676-1000
SEI INVESTMENTS MANAGEMENT CORP, formally registered with the SEC as SEI INVESTMENTS MANAGEMENT CORP. The firm was established in 06/27/1985. They have over 4 offices throughout the country.
SEI INVESTMENTS MANAGEMENT CORP is a Oaks, Pennsylvania based Financial Planning firm with nearly $194,796,322,013 assets under management, offering retirement planning & investment advisory services to 93301 clients. The firm is staffed with 411 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105146 |
SEC# | 801-24593 |
Assets Managed by Firm | $194,796,322,013 |
No. of Clients | 93301 |
No. of Advisors | 411 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 93301 | $194,796,322,013 |
Individuals (other than high net worth individuals) | 91659 | $33,736,537,138 |
High net worth individuals | 735 | $2,932,483,354 |
Pension and profit sharing plans | 350 | $17,942,827,383 |
Charitable organizations | 398 | $3,207,263,112 |
Corporations or other businesses | 29 | $377,830,737 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$190,960,333,268 | 377 | 657 |
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