SEI Investments Distribution Co

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
160
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 as a fund distributor rather than an investment manager. Ownership is recorded as a mix of domestic entity and individual interests. The firm’s profile indicates it does not act as a capital allocator and is not positioned as an adviser across multiple states, a pension consultant, or a related adviser to another registered advisory entity.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth