James
Agasar
Sei Investments Management Corp
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About this Advisor
James Agasar is a financial advisor based in San Clemente, California, working with Sei Investments Management Corp. James has previously held positions at Clark Cap and Adviser Dealer Services, Inc. James has passed the Series 65 regulatory exam and is registered to provide services in California and Pennsylvania. Currently, James is part of Sei Investments Management Corp, which operates out of San Clemente, California. The firm has 3 offices and 411 employees. The firm manages assets totaling $194.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm 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 fee structure at Sei Investments Management Corp includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sei Investments Management Corp Brokerage Details
$194,796,322,013
411
93,301
$2,087,827
Investment Advisory Services
- 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 of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
James Agasar Work History
Adviser Dealer Services, Inc
Clark Cap
Disclosures
Please visit the SEC profile of James Agasar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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