1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SEI INVESTMENTS MANAGEMENT CORPORATION II

Map pinOAKS, PA
Phone610-676-1000
NotebookSEC #801-61569
Total AUM
$606.6M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE FREEDOM VALLEY DRIVE
OAKS
PA 19456
USA
Operating Hours
8:30 TO 5:30 PM
Monday - Friday
Phone
610-676-1000

ReceiptFinancials

Total AUM
$606.6M
Accounts
364
Discretionary
$460.7M
Accounts
291
Non-Discretionary
$145.9M
Accounts
73

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CAFLMAPAPR

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

Feature requires an account