Sei Investments Management Corp
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Overview
Sei Investments Management Corp is located at One Freedom Valley Drive, Oaks, PA. The firm employs 223 financial advisors to manage client portfolios and provide financial guidance. Sei Investments Management Corp is not a registered broker-dealer.
Sei Investments Management Corp oversees $194.8 billion in assets under management across 93,301 accounts, of which 93,299 are discretionary and 2 are non-discretionary. Over the past year, the firm has provided financial planning services to between 251 and 500 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The firm caters to retail investors, high net worth investors, banking institutions, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, and corporations. Retail investors are the largest client type by accounts. The fee structure at Sei Investments Management Corp includes asset-based, fixed, and performance-based fees. The firm has 735 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, banking or thrift institution, trust company, accountant or accounting firm, and commodity pool advisor.
Sei Investments Management Corp is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sei Investments Management Corp by the Numbers
$194.8 billion
411
93,301
$2.1 million
Products and Services
Sei Investments Management Corp provides a number of financial services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. In the last financial year, Sei Investments Management Corp provided financial planning services to 251-500 of its accounts. The Firm is involved in selling products or offering services different than investment advice to its customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management largely are based on the type of services provided. Fees charged by Sei Investments Management Corp can consist of some blend of the following fee types: asset-based, fixed, or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Sei Investments Management Corp.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm works with a number of different investors. The firm provides services to retail investors, high net worth investors, banking institutions, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, corporations, and other. Out of its 10 clients, Sei Investments Management Corp's largest client group by number of accounts is investment companies, though it also manages money for 735 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of at least $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 0.79%
- Other Individuals - 98.24%
- Corporations - 0.55%
- Charitable Organizations - 0.43%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sei Investments Management Corp does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Sei Investments Management Corp
Oaks, PA
Oaks, PA
Oaks, PA
Oaks, PA
Oaks, PA
New Braunfels, TX
Oaks, PA
Oaks, PA
Atlanta, GA
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