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Firm Information

SEI Investments Management Corp. is an investment advisor headquartered in OAKS, PA. The firm manages approximately $1 billion - $10 billion in assets and provides a variety of advisory services, including financial planning, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer a wrap fee program. SEI Investments Management Corp. has a total of 93,301 clients, including high net worth individuals, charitable organizations, pension and profit-sharing plans, investment companies, and individuals other than high net worth. The firm's regulatory assets under management total $194,796,322,013.

SEI Investments Management Corp.

ONE FREEDOM VALLEY DRIVE

OAKS, PA 19456

$194.80B

Assets Under Management

Not reported

Total Clients

116

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

fixed fees

Set rates for specific services, regardless of time or assets managed.

percentage of assets

A percentage of the total value of assets under management is charged.

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Advisors at SEI Investments Management Corp.

View All 116 Advisors

OAKS, PA

Joseph Manuel De los santos morris

OAKS, PA

View Profile

Kevin Scott Brandenburg

OAKS, PA

OAKS, PA

CFP®, RA

OAKS, PA

View Profile

Jason Anthony Kolenda

OAKS, PA

View Profile

View All 116 Advisors

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Disclosures

There are no public disclosures for SEI Investments Management Corp..

Frequently Asked Questions (5)

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SEI Investments Management Corp.

Headquartered in OAKS, PA

When are you planning to retire?

Are you with SEI Investments Management Corp.?

Are you a financial advisor?

Firm Information

SEI Investments Management Corp.

$194.80B

Assets Under Management

Not reported

Total Clients

Total Financial Advisors

Services Offered

financial planning services

educational seminars & workshops

selection of other advisors

portfolio management for businesses

portfolio management for individuals

portfolio management for investment companies

Fee Structure

fixed fees

percentage of assets

performance-based fees

Branch Locations (47)

Advisors at SEI Investments Management Corp.

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (5)

Helpful Articles

When are you planning to retire?

Are you with SEI Investments Management Corp.?

Are you a financial advisor?

Helpful Articles

SEI Investments Management Corp.

Headquartered in OAKS, PA

When are you planning to retire?

Are you with SEI Investments Management Corp.?

Are you a financial advisor?

Firm Information

SEI Investments Management Corp.

$194.80B

Assets Under Management

Not reported

Total Clients

Total Financial Advisors

Services Offered

financial planning services

educational seminars & workshops

selection of other advisors

portfolio management for businesses

portfolio management for individuals

portfolio management for investment companies

Fee Structure

fixed fees

percentage of assets

performance-based fees

Branch Locations (47)

Advisors at SEI Investments Management Corp.

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (5)

What is SEI Investments Management Corp?

What types of investment services does SEI Investments Management Corp offer?

Who are SEI Investments Management Corp's typical clients?

How much money does SEI Investments Management Corp manage?

Where can I find more information about SEI Investments Management Corp?

Helpful Articles

When are you planning to retire?

Are you with SEI Investments Management Corp.?

Are you a financial advisor?

Helpful Articles