SEI Investments Management Corp

RIASEC RegisteredEst. 1985

Total AUM

$216B

Discretionary

$212B

98% of AUM

Avg account

$1.9M

Accounts

112,627

Employees

434

Advisory reps

133

Firm details

Headquarters: Oaks, Pennsylvania
CRD number: 105146
Registered since: June 27, 1985
Website: www.seic.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Investment Companies46.54%
Individuals22.03%
Pooled Investment Vehicles20.87%
Pension & Profit Sharing Plans4.42%
HNWI2.31%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

SEI Investments Management Corp. is a corporation that provides investment advisory and related services to both individual/family clients and institutional investors. The firm operates with a bank/broker-dealer classification and traces its SEC registration back to 1985. Its fee arrangements include percentage-of-AUM, fixed fees and performance-based fees, and the firm conducts commodity pool operator/commodity trading advisor (CPO/CTA) activities in addition to standard advisory work. Service lines span financial planning and portfolio management across individual, small business, pooled vehicle and institutional mandates, plus pension consulting, selection-of-advisers services, and investor education such as publications and seminars. The firm identifies as an active ESG investor and participates in sponsoring or managing pooled investment vehicles and other affiliated investment entities.