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SEI INVESTMENTS MANAGEMENT CORP

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

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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 StatusApproved
Firm CRD#105146
SEC#801-24593
Assets Managed by Firm$194,796,322,013
No. of Clients93301
No. of Advisors411

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 ClientsAUM
Firm Total93301$194,796,322,013
Individuals (other than high net worth individuals)91659$33,736,537,138
High net worth individuals735$2,932,483,354
Pension and profit sharing plans350$17,942,827,383
Charitable organizations398$3,207,263,112
Corporations or other businesses29$377,830,737

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VANGUARD GLOBAL ADVISERS, LLC
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VANGUARD ADVISERS, INC.
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$333,066,527,2688044622107
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST
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Philadelphia, PA, 19106
$190,960,333,268377657

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