SEI INVESTMENTS MANAGEMENT CORP

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

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About the Firm:

SEI INVESTMENTS MANAGEMENT CORP is a Oaks, Pennsylvania based Fee-only advisory firm with nearly $222,762,411,742 in assets under management and provides investment advisory services for 70132 clients. There are currently 379 advisors at the firm.


Firm information:

SEC Current Status:

Approved

Firm CRD#:

105146

SEC#:

801-24593

Assets Managed by Firm:

$222,762,411,742

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 Newsletters, Educational seminars/workshops


Firm Employees Information:

  • Total no. of Employees: 379
  • No. of Employees performing investment advisory functions: 175

Firm Client Information:

No. of ClientsAUM
Firm Total70132$222,762,411,742
Individuals (other than high net worth individuals)68589$29,884,306,436
High net worth individuals701$3,251,601,000
Pension and profit sharing plans360$18,973,854,406
Charitable organizations 323$2,824,257,059
Corporations or other businesses 32$378,335,000

Compensation and Fees:

Compensation Methods:

A percentage of AUM, Fixed fees, Performance Based

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