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Anna Kim

SEI Investments Management Corp.

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About Anna Kim

Anna Kim is a registered representative with SEI Investments Management Corp. Anna has been in the financial services industry since May 2010. Anna has a total of 14 years of experience in the industry. Prior to joining SEI Investments Management Corp., Anna worked at a number of other firms including Grove Point Investments, LLC, Foreside Financial Services, LLC, and Foreside Fund Services, LLC. Anna holds the Series 66, Series 24, Series 99TO, SIE, and Series 7 licenses. Anna is currently registered in the state of Pennsylvania and Virginia.

Firm Information

Anna Kim is currently registered with SEI Investments Management Corp.. 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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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performance-based fees

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

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Anna Kim’s Registration & Firm History

VA

01/25/2022 - Present

SEI Investments Management Corp. (ASHBURN VA)

VA

09/21/2021 - 01/14/2022

PARNASSUS FUNDS DISTRIBUTOR, LLC (Ashburn VA)

VA

06/21/2021 - 01/14/2022

COMPASS DISTRIBUTORS, LLC (Ashburn VA)

VA

06/21/2021 - 01/14/2022

FORESIDE DISTRIBUTION SERVICES, L.P. (Ashburn VA)

VA

06/21/2021 - 01/14/2022

FORESIDE FINANCIAL SERVICES, LLC (Ashburn VA)

VA

06/21/2021 - 01/14/2022

FORESIDE FUND SERVICES, LLC (Ashburn VA)

VA

06/21/2021 - 01/14/2022

FORESIDE FUNDS DISTRIBUTORS LLC (Ashburn VA)

ME

06/21/2021 - 01/14/2022

FUNDS DISTRIBUTOR, LLC (PORTLAND ME)

VA

06/21/2021 - 01/14/2022

IMST DISTRIBUTORS, LLC (Ashburn VA)

VA

06/21/2021 - 01/14/2022

MGI FUNDS DISTRIBUTORS, LLC (Ashburn VA)

VA

06/21/2021 - 01/14/2022

NORTHERN FUNDS DISTRIBUTORS, LLC (Ashburn VA)

VA

06/21/2021 - 01/14/2022

QUASAR DISTRIBUTORS, LLC (Ashburn VA)

VA

06/21/2021 - 01/14/2022

STERLING CAPITAL DISTRIBUTORS, LLC (Ashburn VA)

MD

04/08/2010 - 05/28/2021

GROVE POINT INVESTMENTS, LLC (Rockville MD)

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Licenses & Designations

BOTH

Issued 09/24/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/03/2010

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anna Kim.
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