Sei Investments Management Corp
Sei Investments Management Corp (CRD# 105146) is a financial advisory firm headquartered in Oaks, PA. They manage $194,796,322,013 in 93,301 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management194,796MILLION
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Total Number of Accounts93,301ACCOUNTS
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Average Account Value$2,087,827
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Christopher Arizin (CRD# 2977625) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 26 years of experience in the finance industry.
Brian Barone (CRD# 3229891) is an Investment Advisor Representative working at Sei Investments Management Corp in Oviedo, FL and has over 24 years of experience in the finance industry.
William Berberich (CRD# 4367852) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 22 years of experience in the finance industry.
Catherine Bock (CRD# 5850303) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 13 years of experience in the finance industry.
Brian Bono (CRD# 3239647) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 24 years of experience in the finance industry.
Jacob Bucha (CRD# 5973078) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 11 years of experience in the finance industry.
Frank Byrd (CRD# 2160864) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 32 years of experience in the finance industry.
Jennifer Campisi (CRD# 5299753) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 16 years of experience in the finance industry.
Joseph Canestro (CRD# 4476422) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 22 years of experience in the finance industry.
Caitlin Charlton (CRD# 6511744) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 6 years of experience in the finance industry.