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SEI INVESTMENTS MANAGEMENT CORP
OAKS, PA
610-676-1000
SEC #801-24593Total AUM
$216.4B
Employees
434Clients
112,646Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE FREEDOM VALLEY DRIVE
OAKS
PA 19456
United States
OAKS
PA 19456
United States
Operating Hours
8:30 AM - 5:30 PM (EST)
Monday - Friday
Monday - Friday
Phone
610-676-1000
Other Offices
3
Financials
Total AUM
$216.4B
Accounts
112,627Discretionary
$212B
Accounts
112,625Non-Discretionary
$4.4B
Accounts
2
Clients
Individual Clients
110,959AUM
$47.7B
HNW Individual Clients
726AUM
$5B
Banking Clients
93AUM
$935.5M
Investment Company Clients
1AUM
$100.7B
Pooled Vehicle Clients
18AUM
$45.2B
Pension/Profit Sharing Plan Clients
343AUM
$9.6B
Charitable Organization Clients
465AUM
$3.9B
Government Entity Clients
4AUM
$2.6B
Corporation or Business Clients
35AUM
$488.3M
Other Clients
2AUM
$375M
Description of Other Clients
INVESTMENT CLUB
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Dismissed Civil Action (Settlement)SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 24 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.