Arthur
Worthington

Sei Investments Management Corp

CRD#6076041
Investment Advisor
in Oaks, PA

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About this Advisor

Arthur Worthington is a financial advisor operating out of Oaks, Pennsylvania, with a total of 10 years of relevant experience. Worthington is an advisor for Sei Investments Management Corp. During their career, Worthington has held roles at Sei Investments Management Corp, The Dickinsonian and Dickinson College. Worthington maintains a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Pennsylvania. Sei Investments Management Corp is a registered investment firm operating out of Oaks, PA. It has offices in three locations and a total of 406 employees. It administers $181 billion in assets across its 75,194 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 357 charitable organizations. Of its 75,194 accounts, just 1% are held by high-net-worth investors who have greater than $1 million in assets. Sei Investments Management Corp provides a number 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. A financial advisor's fees depend on which services are offered. However, fees billed by Sei Investments Management Corp likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

10 years

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

One Freedom Valley Drive
Oaks, PA 19456

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Sei Investments Management Corp Brokerage Details

Total Assets Under Management

$180,855,686,165

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

406

PA Average: 41
Total Number of Accounts

75,194

PA Average: 3,342
Average Account Size

$2,405,188

PA 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

Arthur Worthington Work History

Arthur has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Sei Investments Management Corp

2011 - 2013 (2 years)

The Dickinsonian

2010 - 2013 (3 years)

Dickinson College

*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 Arthur Worthington 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

Florence Mwaura
Oaks, PA
Jeremy Garnett
Oaks, PA
Karen Mclaughlin
Oaks, PA
Mcbee Butcher
Oaks, PA
John Loughlin
Oaks, PA
Jacob Bucha
Oaks, PA
Michael Harris
Oaks, PA
Timothy O'Leary
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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