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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 $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.

Firm Information

SEC Current StatusApproved
Firm CRD#105146
SEC# 801-24593
Assets Managed by Firm $180,855,686,165
No. of Clients 75194
No. of Advisors 406

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total75194$180,855,686,165
Individuals (other than high net worth individuals)76851$28,005,033,840
High net worth individuals725$2,778,597,446
Pension and profit sharing plans365$15,907,082,886
Charitable organizations357$2,589,037,195
Corporations or other businesses34$317,057,422
Inquire with SEI INVESTMENTS MANAGEMENT CORP

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VANGUARD ADVISERS, INC.
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