SEI Investments Distribution Co
Firm details
- Headquarters
- Oaks, Pennsylvania
- CRD number
- 10690
- Registered since
- June 25, 1982
- Website
- seic.com
Firm profile
FINTRXOverview
SEI Investments Distribution Co. is organized as a corporation that functions primarily as a fund distributor rather than an investment manager or allocator. The firm's profile identifies owner type as a domestic entity/individual and classifies its core activity around distribution services. The available data does not describe advisory services, fee schedules, or a client segment focus; instead, the emphasis is on distribution rather than operating as a capital allocator, pension consultant, or related/advisory firm.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Jennifer Campisi
Chief Compliance OfficerCRD 5299753

Aaron Mcinerney
Deputy Chief Compliance OfficerCRD 2475004

Matthew Potter
Vice President And Chief Investment OfficerCRD 2498563
Contacts
3 of 153
Robert Hum
Managing DirectorCRD 5716140
Anna Kim
Marketing AnalystCRD 5732789
Kristin Josephs
Product ManagerCRD 5848619
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oaks, PA
Montgomery
Location
Oaks, PA
Headquartered in Oaks, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 1 Freedom Valley Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Hornor, Townsend & Kent, LLC
Broker-DealerConshohocken, PA
Hartford Funds Distributors, LLC
Broker-DealerWayne, PA
Heritage Financial Systems, LLC
Broker-DealerMalvern, PA
SAL Equity Trading, Gp
Broker-DealerBala Cynwyd, PA
3ico Securities LLC
Broker-DealerConshohocken, PA
Revl Securities, LLC
Broker-DealerPhiladelphia, PA