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Building 2SEI PRIVATE TRUST COMPANY

Map pinOAKS, PA
Phone610-676-1000
NotebookSEC #801-63589
Total AUM
$298.4M
Employees
376
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 - 5:30
Monday - Friday
Phone
610-676-1000

ReceiptFinancials

Total AUM
$298.4M
Accounts
594
Discretionary
$85.2M
Accounts
232
Non-Discretionary
$213.2M
Accounts
362

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

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

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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