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 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
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 152
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
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