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 $180,855,686,165 assets under management, offering retirement planning & investment advisory services to 75194 clients. The firm is staffed with 406 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 105146 |
SEC# | 801-24593 |
Assets Managed by Firm | $180,855,686,165 |
No. of Clients | 75194 |
No. of Advisors | 406 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 75194 | $180,855,686,165 |
Individuals (other than high net worth individuals) | 76851 | $28,005,033,840 |
High net worth individuals | 725 | $2,778,597,446 |
Pension and profit sharing plans | 365 | $15,907,082,886 |
Charitable organizations | 357 | $2,589,037,195 |
Corporations or other businesses | 34 | $317,057,422 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$6,649,219,111,273 | 208 | 675 | |
$856,992,911,981 | 330 | 586 | |
$420,303,833,453 | 80 | 101 | |
$337,512,332,679 | 151 | 201 | |
$299,191,714,649 | 634470 | 2124 |
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