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SEI INVESTMENTS MANAGEMENT CORP
SEI INVESTMENTS MANAGEMENT CORP
OAKS, Pennsylvania
·
4 registered advisors
·
CRD# 105146
SEC# 801-24593
3
610-676-1000
01
Firm Overview
AUM
$194.8B
Regulatory assets under management
Employees
411
Total firm employees
Advisors
4
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 Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at SEI INVESTMENTS MANAGEMENT CORP
4 registered advisors
Jennifer Hickman Campisi
OAKS, Pennsylvania
CRD# 5299753
Kevin Patrick Barr
OAKS, Pennsylvania
CRD# 4704748
Paul Francis Klauder
OAKS, Pennsylvania
CRD# 2474240
Wayne Montgomery Withrow
OAKS, Pennsylvania
CRD# 2082355
05
Office Locations
OAKS, Pennsylvania
4 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
.