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Steven Clarke Treftz

SEI Investments Management Corp.

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About Steven Clarke Treftz

Steven Clarke Treftz is an Investment Adviser Representative at SEI Investments Management Corp., with over 10 years of experience in the industry. Steven is also licensed in the state of Pennsylvania. Steven has held previous positions at Citigroup Global Markets Inc. and Pershing LLC.

Firm Information

Steven Treftz 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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Steven Treftz’s Registration & Firm History

PA

05/14/2012 - Present

SEI Investments Management Corp. (OAKS PA)

NY

12/07/2010 - 05/23/2012

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

PA

09/10/2007 - 05/21/2010

PERSHING LLC (MALVERN PA)

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Licenses & Designations

BC

Issued 02/10/2011

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/14/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/13/2007

Series 24 - General Securities Principal Examination

BC

Issued 11/26/2012

Series 3 - National Commodity Futures Examination

BC

Issued 09/06/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Clarke Treftz.
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