Henry
Kulik

Sei Investments Management Corp

CRD#5143201
Investment Advisor
in Oaks, PA

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About this Advisor

Henry Kulik is a financial advisor based in Oaks, Pennsylvania, working with Sei Investments Management Corp. Henry has previously held positions at Main Street Sweets and Sei Investments Dist. Co. Henry has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Henry is part of Sei Investments Management Corp, which operates out of Oaks, Pennsylvania. 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 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

One Freedom Valley Drive
Oaks, PA 19456

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Sei Investments Management Corp Brokerage Details

Total Assets Under Management

$194,796,322,013

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

411

PA Average: 41
Total Number of Accounts

93,301

PA Average: 3,342
Average Account Size

$2,087,827

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

Henry Kulik Work History

2006 - Present (18 years)

Sei Investments Dist. Co

2003 - Present (21 years)

Main Street Sweets

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Henry Kulik 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

Brendan Mallon
Oaks, PA
Tyler Cashiola
New Braunfels, TX
Adam Booz
Oaks, PA
Jennifer Sheffer
Oaks, PA
John Loughlin
Oaks, PA
Eric Dunn
Atlanta, GA
Colton Richards
Oaks, PA
Ryan Cavanagh
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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