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Paul Francis Klauder

SEI INVESTMENTS MANAGEMENT CORP·OAKS, Pennsylvania
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ONE FREEDOM VALLEY DRIVE, OAKS, PA 19456CRD# 2474240Firm CRD# 105146
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About

Paul Francis Klauder 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.

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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
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Firm Overview

Firm
SEI INVESTMENTS MANAGEMENT CORP
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
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Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2474240
Firm CRD# 105146
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Francis Klauder offer?
Paul Francis Klauder specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OAKS, Pennsylvania for a consultation.
What are Paul Francis Klauder's credentials?
Paul Francis Klauder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Francis Klauder located?
Paul Francis Klauder 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 Paul Francis Klauder charge for services?
Paul Francis Klauder'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.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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