Colton
Richards
Sei Investments Management Corp
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About this Advisor
Colton Richards is a financial advisor operating out of Oaks, Pennsylvania with 5 years of relevant experience. Richards is on the advisory team at Sei Investments Management Corp. During their career, the advisor has held roles at Provident Bank, Qlik, Sky Zone, Garnet Valley Highschool, Penn State University and Sei. Richards maintains a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in Pennsylvania and Texas. Sei Investments Management Corp is a company operating out of Oaks, PA. The company has offices in three locations and a total of 406 financial advisors. It controls $181 billion in assets under management between its 75,194 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 357 charities and foundations. Of its 75,194 client accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in assets. Sei Investments Management Corp provides a wide range 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 fee schedules typically are based on which service is provided. Fees charged by Sei Investments Management Corp can be comprised of any 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
Colton Richards Work History
Colton has been registered as a financial advisor for 5 years.*
Sei
Provident Bank
Qlik
Penn State University
Sky Zone
Garnet Valley Highschool
*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 Colton Richards 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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