SEI INVESTMENTS MANAGEMENT CORP

One Freedom Valley Drive
Oaks, Pennsylvania 19456
Tel: 610-676-1000

About SEI INVESTMENTS MANAGEMENT CORP

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.

Firm Information

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

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	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

More Retirement Planning firms in Oaks, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657
FEDERATED INVESTMENT COUNSELING 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$185,452,168,971	7838	215

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