Julie
Seifert
Sei Investments Management Corp
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About this Advisor
Julie Seifert is a financial advisor operating in Cincinnati, Ohio with a total of 1 year of relevant experience. Seifert is on the advisory team at Sei Investments Management Corp. Their career trajectory has included roles at Royal Alliance Associates, Inc, Financial Network Group, LTD, Lincoln Investment and Sei Investments. Seifert holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Ohio and Pennsylvania. Sei Investments Management Corp is a business headquartered in Oaks, PA. The company has offices in three locations and a total of 406 advisors. It manages $181 billion in assets across its 75,194 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advice to 357 charitable organizations. Of its 75,194 client accounts, just 1% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Sei Investments Management Corp performs a broad array of services, such as 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. Financial management fees typically are based on which services the firm provides the client. Fees charged by Sei Investments Management Corp likely consist of some combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sei Investments Management Corp Brokerage Details
$180,855,686,165
406
75,194
$2,405,188
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
Julie Seifert Work History
Julie has been registered as a financial advisor for 1 years.*
Sei Investments
Lincoln Investment
Royal Alliance Associates, Inc
Financial Network Group, LTD
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Julie Seifert 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
Oaks, PA
Oaks, PA
Oaks, PA
Oaks, PA
Oaks, PA
Oaks, PA
Oaks, PA
Oaks, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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