Austin
Paxton
Sei Investments Management Corp
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About this Advisor
Austin Paxton is a financial advisor working out of Oaks, Pennsylvania with a total of 2 years of relevant experience. Paxton works at Sei Investments Management Corp. During their career, Paxton has held roles at Lehigh Valley Health Network, Sei Investments, Penn State University and Hershey High School. Paxton maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Pennsylvania. Sei Investments Management Corp is an advisory firm operating out of Oaks, PA. The company has offices in three locations and a total of 406 advisors. It manages $181 billion in assets under management among its 75,194 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 357 charitable organizations. Of its 75,194 client accounts, just 1% are held by high-net-worth clients who have at least $1 million in assets. Sei Investments Management Corp performs a broad set of 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. Fees charged by financial advisors usually vary depending on the services. Fees charged by Sei Investments Management Corp likely consist 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
Austin Paxton Work History
Austin has been registered as a financial advisor for 2 years.*
Sei Investments
Lehigh Valley Health Network
Penn State University
Hershey High School
*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 Austin Paxton 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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