SEI Investments Distribution Co

Broker-DealerFINRA MemberEst. 1982
Total AUM
—
Advisory reps
156
Avg account
$0

Firm details

Headquarters
Oaks, Pennsylvania
CRD number
10690
Registered since
June 25, 1982
Website
seic.com

Firm profile

FINTRX

Overview

SEI Investments Distribution Co. is organized as a corporation and is classified in FINTRX as a fund distributor rather than an asset manager or capital allocator. The firm appears in regulatory records dating back to 1982. Ownership is recorded as a domestic entity/individual. The profile indicates the company does not act as a capital allocator, is not an active ESG investor, and does not operate as a multi-state or pension consulting adviser. Other detailed business or advisory activities were not provided in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Jennifer Campisi

    Jennifer Campisi

    Chief Compliance OfficerCRD 5299753

  • Aaron Mcinerney

    Aaron Mcinerney

    Deputy Chief Compliance OfficerCRD 2475004

  • Matthew Potter

    Matthew Potter

    Vice President And Chief Investment OfficerCRD 2498563

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Contacts

3 of 152
  • Robert Hum

    Robert Hum

    Managing DirectorCRD 5716140

  • Anna Kim

    Marketing AnalystCRD 5732789

  • Kristin Josephs

    Kristin Josephs

    Product ManagerCRD 5848619

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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