Unclaimed Profile

Kathy Ann Heilig

SEI INVESTMENTS MANAGEMENT CORP·OAKS, Pennsylvania

SEI INVESTMENTS MANAGEMENT CORP

ONE FREEDOM VALLEY DRIVE, OAKS, PA 19456CRD# 6042917Firm CRD# 105146

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kathy Ann Heilig · OAKS, PA

Registration

CRD #6042917 · SEI INVESTMENTS MANAGEMENT CORP

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Kathy Ann Heilig is a registered financial advisor based in OAKS, Pennsylvania, affiliated with SEI INVESTMENTS MANAGEMENT CORP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Kathy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kathy is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

SEI INVESTMENTS MANAGEMENT CORP

AUM

$194.8B

Regulatory assets under management

Employees

411

Total firm employees

View all advisors at SEI INVESTMENTS MANAGEMENT CORP →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 6042917

Firm CRD# 105146

View on FINRA BrokerCheck →

Looking for a financial advisor in OAKS?

Browse all registered financial advisors in OAKS, Pennsylvania or claim this profile if it's yours.

Browse OAKS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kathy Ann Heilig offer?

Kathy Ann Heilig specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OAKS, Pennsylvania for a consultation.

What are Kathy Ann Heilig's credentials?

Kathy Ann Heilig is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kathy Ann Heilig located?

Kathy Ann Heilig is based in OAKS, Pennsylvania, working with SEI INVESTMENTS MANAGEMENT CORP. Their office serves clients in the OAKS metropolitan area and surrounding communities.

How does Kathy Ann Heilig charge for services?

Kathy Ann Heilig's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SEI INVESTMENTS MANAGEMENT CORP?

SEI INVESTMENTS MANAGEMENT CORP has approximately 411 employees and manages $194.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →