John
Norton

Sei Investments Management Corp

CRD#5235320
Investment Advisor
in Rockford, MI

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About this Advisor

John Norton is a financial advisor based in Rockford, Michigan, working with Sei Investments Management Corp. John has previously held positions at Curian Capital, LLC, Curian Clearing LLC, Sei Investments Distribution Co, and Sei Investments Management Corp. John has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Michigan and Pennsylvania. Currently, John is part of Sei Investments Management Corp, which operates out of Rockford, Michigan. 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

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

Rockford, MI

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Sei Investments Management Corp Brokerage Details

Total Assets Under Management

$194,796,322,013

MI Average: $15,833,994,310
Total Number of Employees

411

MI Average: 41
Total Number of Accounts

93,301

MI Average: 3,342
Average Account Size

$2,087,827

MI Average: $4,737,880

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

John Norton Work History

2015 - Present (9 years)

Sei Investments Distribution Co

2015 - Present (9 years)

Sei Investments Management Corp

2011 - 2015 (4 years)

Curian Capital, LLC

2011 - 2015 (4 years)

Curian Clearing LLC

Disclosures

Please visit the SEC profile of John Norton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sei Investments Management Corp

Ryan Cavanagh
Oaks, PA
Zachary Button
Oaks, PA
Adam Booz
Oaks, PA
Tyler Cashiola
New Braunfels, TX
Alexander Cohen
Oaks, PA
John Loughlin
Oaks, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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