SEI INVESTMENTS MANAGEMENT CORP

OAKS, Pennsylvania·15 registered advisors·CRD# 105146
SEC# 801-245933610-676-1000
01

Firm Overview

AUM
$194.8B
Regulatory assets under management
Employees
411
Total firm employees
Advisors
15
Registered representatives
02

Services & Fees

Advisory 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
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at SEI INVESTMENTS MANAGEMENT CORP

15 registered advisors
Edward Doyle Loughlin
OAKS, Pennsylvania
Jay C Womack
OAKS, Pennsylvania
Jay John Cipriano
OAKS, Pennsylvania
Jennifer Hickman Campisi
OAKS, Pennsylvania
Joseph Paul Ujobai
OAKS, Pennsylvania
Kathy Ann Heilig
OAKS, Pennsylvania
Kevin Patrick Barr
OAKS, Pennsylvania
Laura Kay Smolenski
OAKS, Pennsylvania
Mark Andrew Warner
OAKS, Pennsylvania
Michael Neil Peterson
OAKS, Pennsylvania
Norman Jeffrey Klauder
OAKS, Pennsylvania
Paul Francis Klauder
OAKS, Pennsylvania
Stephanie Laura Cavanagh
OAKS, Pennsylvania
Timothy Dean Barto
OAKS, Pennsylvania
Wayne Montgomery Withrow
OAKS, Pennsylvania
05

Office Locations

OAKS, Pennsylvania
15 advisors

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Data sourced from SEC Form ADV filings. SEI INVESTMENTS MANAGEMENT CORP (CRD# 105146) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.