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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Hoffman is a registered investment advisor representative with SEI Investments Management Corp.. Nicholas has been in the industry since August 2022 and has passed both the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. SEI Investments Management Corp. is an investment advisor firm based in Oaks, Pennsylvania. The firm provides a variety of advisory services, including financial planning, educational seminars, portfolio management, and selection of other advisors. SEI Investments Management Corp. has $1 billion - $10 billion in assets under management and manages a wide range of client types, including individuals, corporations, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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PA
09/24/2024 - Present
SEI Investments Management Corp. (OAKS PA)
Active
Inactive
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